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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 | $29,750 | $78,013-61.9% | $178,449-83.3% | $80,911-63.2% |
| Participation rate | 96.7% | 65.7%+31.0pp | 77.1%+19.6pp | 67.6%+29.0pp |
| Annual return | 19.52% | 18.07%+1.5pp | 27.09%-7.6pp | 35.63%-16.1pp |
| Employer contribution / active EE | $4,875 | $2,287+113.2% | $3,951+23.4% | $2,756+76.9% |
| Participant deferral / active EE | $6,600 | $4,408+49.7% | $6,277+5.1% | $4,297+53.6% |
| Admin fee / account holder | $933 | $7,166-87.0% | $10,362-91.0% | $6,935-86.6% |