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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 | $78,690-78.8% | $161,489-89.7% | $87,485-81.0% |
| Participation rate | 97.9% | 67.5%+30.4pp | 78.7%+19.2pp | 68.9%+28.9pp |
| Annual return | 18.17% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,746 | $2,588-32.5% | $4,268-59.1% | $2,596-32.8% |
| Participant deferral / active EE | $1,280 | $3,311-61.3% | $5,630-77.3% | $4,274-70.1% |
| Admin fee / account holder | $583 | $6,724-91.3% | $16,006-96.4% | $7,775-92.5% |