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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 | $16,606 | $76,407-78.3% | $150,298-89.0% | $82,448-79.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 28.81% | 39.99%-11.2pp | 62.79%-34.0pp | 41.64%-12.8pp |
| Employer contribution / active EE | $2,619 | $2,614+0.2% | $4,154-37.0% | $2,551+2.6% |
| Participant deferral / active EE | $2,331 | $3,214-27.5% | $5,453-57.2% | $4,139-43.7% |
| Admin fee / account holder | $1,610 | $6,352-74.7% | $14,116-88.6% | $7,234-77.7% |