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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 | $29,854 | $76,407-60.9% | $150,298-80.1% | $82,448-63.8% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 16.11% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,247 | $2,614-52.3% | $4,154-70.0% | $2,551-51.1% |
| Participant deferral / active EE | $2,165 | $3,214-32.6% | $5,453-60.3% | $4,139-47.7% |
| Admin fee / account holder | $1,264 | $6,352-80.1% | $14,116-91.0% | $7,234-82.5% |