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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 | $22,035 | $53,127-58.5% | $86,587-74.6% | $70,131-68.6% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 35.24% | 27.66%+7.6pp | 964.86%-929.6pp | 73.14%-37.9pp |
| Employer contribution / active EE | $930 | $2,068-55.0% | $2,839-67.2% | $2,342-60.3% |
| Participant deferral / active EE | $2,367 | $2,696-12.2% | $3,609-34.4% | $3,332-29.0% |
| Admin fee / account holder | $1,669 | $3,585-53.5% | $4,906-66.0% | $4,645-64.1% |