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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 | $18,048 | $49,249-63.4% | $70,476-74.4% | $79,852-77.4% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 8.29% | 30.09%-21.8pp | 109.12%-100.8pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,038 | $2,100-50.6% | $2,738-62.1% | $2,471-58.0% |
| Participant deferral / active EE | $1,765 | $2,769-36.3% | $3,710-52.4% | $3,740-52.8% |
| Admin fee / account holder | $601 | $2,878-79.1% | $3,847-84.4% | $5,306-88.7% |