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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 | $29,640 | $58,828-49.6% | $78,002-62.0% | $62,881-52.9% |
| Participation rate | 95.1% | 71.1%+24.0pp | 75.5%+19.5pp | 69.3%+25.8pp |
| Annual return | 8.05% | 17.16%-9.1pp | 425.99%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,505 | $1,672+49.8% | $2,470+1.4% | $2,281+9.8% |
| Participant deferral / active EE | $2,584 | $2,686-3.8% | $3,497-26.1% | $3,203-19.3% |
| Admin fee / account holder | $1,230 | $4,393-72.0% | $5,481-77.6% | $4,296-71.4% |