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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 | $24,613 | $53,128-53.7% | $86,582-71.6% | $70,126-64.9% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.7pp | 69.5%+27.8pp |
| Annual return | 17.68% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,240 | $2,068+8.3% | $2,839-21.1% | $2,343-4.4% |
| Participant deferral / active EE | $6,064 | $2,695+125.0% | $3,609+68.0% | $3,332+82.0% |
| Admin fee / account holder | $3,656 | $3,584+2.0% | $4,904-25.4% | $4,645-21.3% |