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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 | $16,167 | $59,804-73.0% | $81,982-80.3% | $79,856-79.8% |
| Participation rate | 81.4% | 61.6%+19.8pp | 69.3%+12.2pp | 69.6%+11.8pp |
| Annual return | 19.39% | 17.56%+1.8pp | 41.31%-21.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,347 | $1,713-21.4% | $2,498-46.1% | $2,471-45.5% |
| Participant deferral / active EE | $3,141 | $2,695+16.5% | $3,722-15.6% | $3,741-16.0% |
| Admin fee / account holder | $1,024 | $4,288-76.1% | $5,665-81.9% | $5,306-80.7% |