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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 | $15,810 | $43,075-63.3% | $74,577-78.8% | $62,881-74.9% |
| Participation rate | 73.1% | 58.1%+15.1pp | 68.1%+5.0pp | 69.3%+3.8pp |
| Annual return | 33.44% | 17.50%+15.9pp | 20.47%+13.0pp | 20.14%+13.3pp |
| Employer contribution / active EE | $2,217 | $1,498+48.1% | $2,525-12.2% | $2,281-2.8% |
| Participant deferral / active EE | $2,074 | $2,389-13.2% | $3,458-40.0% | $3,203-35.2% |
| Admin fee / account holder | $1,053 | $2,840-62.9% | $4,138-74.5% | $4,296-75.5% |