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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 | $27,924 | $60,349-53.7% | $74,184-62.4% | $62,881-55.6% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 32.07% | 21.38%+10.7pp | 17.74%+14.3pp | 20.14%+11.9pp |
| Employer contribution / active EE | $1,494 | $1,680-11.1% | $2,370-37.0% | $2,281-34.5% |
| Participant deferral / active EE | $2,542 | $2,856-11.0% | $3,550-28.4% | $3,203-20.6% |
| Admin fee / account holder | $893 | $4,261-79.0% | $5,586-84.0% | $4,296-79.2% |