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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 | $24,099 | $77,638-69.0% | $156,551-84.6% | $62,881-61.7% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.2pp | 69.3%+26.9pp |
| Annual return | 10.63% | 50.33%-39.7pp | 32.23%-21.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,951 | $3,444-43.3% | $5,501-64.5% | $2,281-14.5% |
| Participant deferral / active EE | $3,264 | $3,046+7.2% | $4,871-33.0% | $3,203+1.9% |
| Admin fee / account holder | $5,876 | $5,561+5.7% | $13,028-54.9% | $4,296+36.8% |