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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 | $25,743 | $71,215-63.9% | $93,696-72.5% | $80,935-68.2% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.7%+5.7pp |
| Annual return | 21.39% | 11.27%+10.1pp | 133.74%-112.3pp | 35.66%-14.3pp |
| Employer contribution / active EE | $1,848 | $1,565+18.0% | $2,422-23.7% | $2,757-33.0% |
| Participant deferral / active EE | $4,744 | $4,037+17.5% | $4,417+7.4% | $4,299+10.3% |
| Admin fee / account holder | $26,834 | $6,958+285.7% | $8,287+223.8% | $6,924+287.5% |