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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,227 | $81,358-80.1% | $155,556-89.6% | $80,959-80.0% |
| Participation rate | 98.3% | 66.3%+32.1pp | 78.2%+20.1pp | 67.7%+30.7pp |
| Annual return | 13.05% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,629 | $3,106-47.6% | $4,675-65.2% | $2,757-40.9% |
| Participant deferral / active EE | $2,814 | $3,455-18.5% | $5,631-50.0% | $4,300-34.6% |
| Admin fee / account holder | $1,665 | $7,994-79.2% | $15,885-89.5% | $6,925-76.0% |