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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 | $81,276-82.1% | $155,574-90.6% | $80,925-82.0% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.7%+24.0pp |
| Annual return | 13.25% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,448 | $3,103-21.1% | $4,676-47.6% | $2,756-11.2% |
| Participant deferral / active EE | $2,616 | $3,453-24.2% | $5,629-53.5% | $4,299-39.1% |
| Admin fee / account holder | $2,342 | $7,993-70.7% | $15,914-85.3% | $6,940-66.3% |