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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 | $17,076 | $57,140-70.1% | $85,240-80.0% | $80,959-78.9% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 20.74% | 21.71%-1.0pp | 66.75%-46.0pp | 35.67%-14.9pp |
| Employer contribution / active EE | $2,487 | $1,802+38.0% | $2,735-9.1% | $2,757-9.8% |
| Participant deferral / active EE | $3,998 | $3,115+28.3% | $4,527-11.7% | $4,300-7.0% |
| Admin fee / account holder | $397 | $4,992-92.0% | $6,165-93.6% | $6,925-94.3% |