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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 | $17,239 | $55,684-69.0% | $75,900-77.3% | $72,976-76.4% |
| Participation rate | 78.3% | 61.1%+17.1pp | 69.3%+9.0pp | 69.5%+8.8pp |
| Annual return | 17.59% | 27.60%-10.0pp | 30.73%-13.1pp | 81.02%-63.4pp |
| Employer contribution / active EE | $2,627 | $1,687+55.7% | $2,501+5.0% | $2,440+7.6% |
| Participant deferral / active EE | $3,310 | $2,634+25.7% | $3,604-8.2% | $3,608-8.3% |
| Admin fee / account holder | $7,962 | $3,981+100.0% | $5,421+46.9% | $5,124+55.4% |