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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 | $16,561 | $57,119-71.0% | $85,187-80.6% | $80,935-79.5% |
| Participation rate | 86.1% | 56.4%+29.7pp | 67.5%+18.6pp | 67.7%+18.4pp |
| Annual return | 16.18% | 21.70%-5.5pp | 66.67%-50.5pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,663 | $1,802+103.3% | $2,732+34.1% | $2,757+32.9% |
| Participant deferral / active EE | $5,918 | $3,115+90.0% | $4,525+30.8% | $4,299+37.6% |
| Admin fee / account holder | $736 | $4,990-85.3% | $6,162-88.1% | $6,924-89.4% |