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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 | $39,289 | $78,707-50.1% | $117,861-66.7% | $70,126-44.0% |
| Participation rate | 93.0% | 73.2%+19.8pp | 79.7%+13.4pp | 69.5%+23.5pp |
| Annual return | 23.01% | 23.30%-0.3pp | 335.11%-312.1pp | 73.15%-50.1pp |
| Employer contribution / active EE | $976 | $2,223-56.1% | $3,786-74.2% | $2,343-58.3% |
| Participant deferral / active EE | $2,524 | $3,297-23.4% | $4,482-43.7% | $3,332-24.2% |
| Admin fee / account holder | $1,207 | $5,066-76.2% | $8,021-85.0% | $4,645-74.0% |