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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 | $16,014 | $84,953-81.1% | $163,379-90.2% | $82,637-80.6% |
| Participation rate | 94.9% | 65.9%+29.0pp | 76.8%+18.1pp | 68.1%+26.9pp |
| Annual return | 14.60% | 23.07%-8.5pp | 63.41%-48.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,668 | $2,183-23.6% | $3,752-55.5% | $2,552-34.6% |
| Participant deferral / active EE | $3,133 | $4,326-27.6% | $6,282-50.1% | $4,126-24.1% |
| Admin fee / account holder | $4,627 | $7,921-41.6% | $9,818-52.9% | $7,339-37.0% |