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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 | $24,193 | $75,541-68.0% | $152,093-84.1% | $82,637-70.7% |
| Participation rate | 70.3% | 66.5%+3.7pp | 77.8%-7.5pp | 68.1%+2.2pp |
| Annual return | 16.10% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,386 | $2,622-47.1% | $4,175-66.8% | $2,552-45.7% |
| Participant deferral / active EE | $2,734 | $3,206-14.7% | $5,451-49.8% | $4,126-33.7% |
| Admin fee / account holder | $2,763 | $6,405-56.9% | $14,497-80.9% | $7,339-62.3% |