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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 | $78,690-78.9% | $161,489-89.7% | $87,485-81.0% |
| Participation rate | 96.8% | 67.5%+29.3pp | 78.7%+18.1pp | 68.9%+27.8pp |
| Annual return | 28.81% | 32.74%-3.9pp | 89.72%-60.9pp | 26.06%+2.8pp |
| Employer contribution / active EE | $2,619 | $2,588+1.2% | $4,268-38.7% | $2,596+0.9% |
| Participant deferral / active EE | $2,331 | $3,311-29.6% | $5,630-58.6% | $4,274-45.4% |
| Admin fee / account holder | $1,610 | $6,724-76.1% | $16,006-89.9% | $7,775-79.3% |