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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 | $77,814-78.7% | $158,223-89.5% | $86,983-80.9% |
| Participation rate | 96.8% | 68.4%+28.4pp | 79.2%+17.6pp | 69.5%+27.2pp |
| Annual return | 28.81% | 30.54%-1.7pp | 52.09%-23.3pp | 25.83%+3.0pp |
| Employer contribution / active EE | $2,619 | $2,592+1.0% | $4,109-36.3% | $2,584+1.3% |
| Participant deferral / active EE | $2,331 | $3,270-28.7% | $5,467-57.4% | $4,194-44.4% |
| Admin fee / account holder | $1,610 | $5,879-72.6% | $16,047-90.0% | $7,856-79.5% |