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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 | $6,707 | $76,407-91.2% | $150,298-95.5% | $82,448-91.9% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.6pp | 68.1%+28.3pp |
| Annual return | 14.17% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,043 | $2,614-60.1% | $4,154-74.9% | $2,551-59.1% |
| Participant deferral / active EE | $1,217 | $3,214-62.1% | $5,453-77.7% | $4,139-70.6% |
| Admin fee / account holder | $419 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |