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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 | $24,194 | $59,839-59.6% | $81,988-70.5% | $79,858-69.7% |
| Participation rate | 74.2% | 61.6%+12.6pp | 69.3%+4.9pp | 69.6%+4.6pp |
| Annual return | 26.21% | 17.56%+8.7pp | 41.31%-15.1pp | 31.72%-5.5pp |
| Employer contribution / active EE | $2,236 | $1,713+30.5% | $2,498-10.5% | $2,471-9.5% |
| Participant deferral / active EE | $3,849 | $2,695+42.8% | $3,722+3.4% | $3,740+2.9% |
| Admin fee / account holder | $8,308 | $4,287+93.8% | $5,665+46.7% | $5,306+56.6% |