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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 | $16,648 | $76,407-78.2% | $150,298-88.9% | $82,448-79.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 77.8%+20.1pp | 68.1%+29.8pp |
| Annual return | 18.17% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,746 | $2,614-33.2% | $4,154-58.0% | $2,551-31.6% |
| Participant deferral / active EE | $1,280 | $3,214-60.2% | $5,453-76.5% | $4,139-69.1% |
| Admin fee / account holder | $583 | $6,352-90.8% | $14,116-95.9% | $7,234-91.9% |