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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 | $16,870 | $78,690-78.6% | $161,489-89.6% | $87,485-80.7% |
| Participation rate | 86.0% | 67.5%+18.5pp | 78.7%+7.3pp | 68.9%+17.1pp |
| Annual return | 17.98% | 32.74%-14.8pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,306 | $2,588-49.5% | $4,268-69.4% | $2,596-49.7% |
| Participant deferral / active EE | $3,072 | $3,311-7.2% | $5,630-45.4% | $4,274-28.1% |
| Admin fee / account holder | $2,086 | $6,724-69.0% | $16,006-87.0% | $7,775-73.2% |