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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 | $19,172 | $81,262-76.4% | $155,602-87.7% | $80,911-76.3% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.2pp |
| Annual return | 20.87% | 33.34%-12.5pp | 64.81%-43.9pp | 35.63%-14.8pp |
| Employer contribution / active EE | $2,641 | $3,102-14.9% | $4,675-43.5% | $2,756-4.2% |
| Participant deferral / active EE | $2,870 | $3,451-16.9% | $5,629-49.0% | $4,297-33.2% |
| Admin fee / account holder | $2,026 | $7,992-74.7% | $15,923-87.3% | $6,935-70.8% |