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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 | $18,116 | $77,908-76.7% | $149,696-87.9% | $75,173-75.9% |
| Participation rate | 84.8% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.6pp |
| Annual return | 17.27% | 31.73%-14.5pp | 134.46%-117.2pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,032 | $3,138-67.1% | $4,821-78.6% | $2,671-61.3% |
| Participant deferral / active EE | $3,083 | $3,411-9.6% | $5,682-45.7% | $4,126-25.3% |
| Admin fee / account holder | $2,542 | $5,950-57.3% | $13,212-80.8% | $5,651-55.0% |