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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 | $17,317 | $59,804-71.0% | $81,982-78.9% | $79,856-78.3% |
| Participation rate | 77.3% | 61.6%+15.7pp | 69.3%+8.1pp | 69.6%+7.7pp |
| Annual return | 15.29% | 17.56%-2.3pp | 41.31%-26.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,647 | $1,713-3.9% | $2,498-34.1% | $2,471-33.3% |
| Participant deferral / active EE | $2,419 | $2,695-10.3% | $3,722-35.0% | $3,741-35.3% |
| Admin fee / account holder | $633 | $4,288-85.2% | $5,665-88.8% | $5,306-88.1% |