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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 | $16,828 | $59,804-71.9% | $81,982-79.5% | $79,856-78.9% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.3%+5.7pp | 69.6%+5.4pp |
| Annual return | 19.76% | 17.56%+2.2pp | 41.31%-21.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,212 | $1,713-29.2% | $2,498-51.5% | $2,471-50.9% |
| Participant deferral / active EE | $3,776 | $2,695+40.1% | $3,722+1.4% | $3,741+0.9% |
| Admin fee / account holder | $306 | $4,288-92.9% | $5,665-94.6% | $5,306-94.2% |