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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 | $16,548 | $40,275-58.9% | $57,356-71.1% | $59,633-72.2% |
| Participation rate | 81.5% | 69.1%+12.3pp | 75.1%+6.4pp | 68.7%+12.8pp |
| Annual return | 26.60% | 27.52%-0.9pp | 24.41%+2.2pp | 2041.45%-2014.9pp |
| Employer contribution / active EE | $2,297 | $1,921+19.6% | $2,689-14.6% | $2,203+4.3% |
| Participant deferral / active EE | $4,654 | $2,400+93.9% | $3,162+47.2% | $3,192+45.8% |
| Admin fee / account holder | $1,922 | $2,820-31.9% | $3,357-42.7% | $4,297-55.3% |