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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 | $14,566 | $81,233-82.1% | $155,567-90.6% | $80,874-82.0% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 13.25% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,448 | $3,101-21.0% | $4,674-47.6% | $2,756-11.2% |
| Participant deferral / active EE | $2,616 | $3,452-24.2% | $5,628-53.5% | $4,297-39.1% |
| Admin fee / account holder | $2,342 | $7,998-70.7% | $15,916-85.3% | $6,935-66.2% |