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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 | $18,603 | $77,920-76.1% | $149,723-87.6% | $75,177-75.3% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 16.17% | 31.72%-15.6pp | 134.50%-118.3pp | 160.75%-144.6pp |
| Employer contribution / active EE | $2,245 | $3,138-28.5% | $4,821-53.4% | $2,671-15.9% |
| Participant deferral / active EE | $3,225 | $3,411-5.5% | $5,682-43.2% | $4,126-21.8% |
| Admin fee / account holder | $2,307 | $5,951-61.2% | $13,215-82.5% | $5,651-59.2% |