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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 | $30,987 | $89,259-65.3% | $107,187-71.1% | $82,637-62.5% |
| Participation rate | 94.9% | 67.9%+26.9pp | 75.0%+19.9pp | 68.1%+26.8pp |
| Annual return | 19.59% | 21.02%-1.4pp | 204.55%-185.0pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,021 | $3,080-34.4% | $3,782-46.6% | $2,552-20.8% |
| Participant deferral / active EE | $4,337 | $4,037+7.4% | $5,096-14.9% | $4,126+5.1% |
| Admin fee / account holder | $2,963 | $7,381-59.9% | $9,162-67.7% | $7,339-59.6% |