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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 | $17,985 | $91,037-80.2% | $71,671-74.9% | $147,586-87.8% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 25.33% | 20.48%+4.9pp | 20.65%+4.7pp | 578.59%-553.3pp |
| Employer contribution / active EE | $2,400 | $3,327-27.9% | $2,460-2.4% | $4,876-50.8% |
| Participant deferral / active EE | $5,243 | $4,498+16.6% | $3,438+52.5% | $5,439-3.6% |
| Admin fee / account holder | $1,172 | $8,613-86.4% | $5,558-78.9% | $10,886-89.2% |