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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 | $23,629 | $97,020-75.6% | $83,327-71.6% | $135,380-82.5% |
| Participation rate | 90.5% | 80.4%+10.1pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | 16.22% | 12.31%+3.9pp | 10.64%+5.6pp | 519.81%-503.6pp |
| Employer contribution / active EE | $1,870 | $4,144-54.9% | $3,379-44.7% | $4,779-60.9% |
| Participant deferral / active EE | $2,670 | $5,964-55.2% | $5,565-52.0% | $5,609-52.4% |
| Admin fee / account holder | $634 | $8,426-92.5% | $7,540-91.6% | $10,828-94.1% |