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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 | $23,527 | $60,349-61.0% | $74,184-68.3% | $62,881-62.6% |
| Participation rate | 97.7% | 72.7%+24.9pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 55.94% | 21.38%+34.6pp | 17.74%+38.2pp | 20.14%+35.8pp |
| Employer contribution / active EE | $583 | $1,680-65.3% | $2,370-75.4% | $2,281-74.4% |
| Participant deferral / active EE | $3,324 | $2,856+16.4% | $3,550-6.3% | $3,203+3.8% |
| Admin fee / account holder | $5,648 | $4,261+32.5% | $5,586+1.1% | $4,296+31.5% |