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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 | $24,655 | $46,877-47.4% | $122,354-79.8% | $70,126-64.8% |
| Participation rate | 93.1% | 58.2%+34.9pp | 71.6%+21.5pp | 69.5%+23.6pp |
| Annual return | 20.33% | 24.22%-3.9pp | 30.28%-9.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,178 | $1,288+69.1% | $4,051-46.2% | $2,343-7.0% |
| Participant deferral / active EE | $3,595 | $2,167+65.9% | $3,287+9.4% | $3,332+7.9% |
| Admin fee / account holder | $979 | $3,324-70.6% | $5,479-82.1% | $4,645-78.9% |