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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 | $23,279 | $52,836-55.9% | $105,738-78.0% | $64,173-63.7% |
| Participation rate | 76.5% | 66.5%+9.9pp | 76.3%+0.1pp | 69.6%+6.9pp |
| Annual return | 19.61% | 14.30%+5.3pp | 6.27%+13.3pp | 7.63%+12.0pp |
| Employer contribution / active EE | $667 | $1,827-63.5% | $3,268-79.6% | $2,381-72.0% |
| Participant deferral / active EE | $1,461 | $2,545-42.6% | $4,080-64.2% | $3,470-57.9% |
| Admin fee / account holder | $659 | $3,959-83.4% | $6,913-90.5% | $4,887-86.5% |