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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 | $25,883 | $60,349-57.1% | $74,184-65.1% | $62,881-58.8% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 8.02% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,882 | $1,680+71.5% | $2,370+21.6% | $2,281+26.4% |
| Participant deferral / active EE | $2,858 | $2,856+0.1% | $3,550-19.5% | $3,203-10.8% |
| Admin fee / account holder | $6,069 | $4,261+42.4% | $5,586+8.7% | $4,296+41.3% |