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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 | $14,089 | $76,407-81.6% | $150,298-90.6% | $82,448-82.9% |
| Participation rate | 94.4% | 66.4%+28.0pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 15.81% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,299 | $2,614-12.1% | $4,154-44.7% | $2,551-9.9% |
| Participant deferral / active EE | $2,059 | $3,214-36.0% | $5,453-62.2% | $4,139-50.3% |
| Admin fee / account holder | $582 | $6,352-90.8% | $14,116-95.9% | $7,234-92.0% |