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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 | $26,623 | $64,920-59.0% | $103,693-74.3% | $86,983-69.4% |
| Participation rate | 75.7% | 63.6%+12.1pp | 72.6%+3.0pp | 69.5%+6.1pp |
| Annual return | 16.47% | 30.29%-13.8pp | 47.61%-31.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $4,793 | $2,141+123.8% | $2,920+64.1% | $2,584+85.4% |
| Participant deferral / active EE | $1,616 | $3,241-50.1% | $4,579-64.7% | $4,194-61.5% |
| Admin fee / account holder | $1,608 | $6,191-74.0% | $7,858-79.5% | $7,856-79.5% |