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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 | $27,205 | $73,787-63.1% | $98,716-72.4% | $82,448-67.0% |
| Participation rate | 93.2% | 61.4%+31.8pp | 69.3%+23.9pp | 68.1%+25.2pp |
| Annual return | 19.92% | 18.57%+1.4pp | 31.81%-11.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,194 | $1,511+111.4% | $2,279+40.2% | $2,551+25.2% |
| Participant deferral / active EE | $4,466 | $3,081+44.9% | $4,048+10.3% | $4,139+7.9% |
| Admin fee / account holder | $906 | $6,500-86.1% | $8,703-89.6% | $7,234-87.5% |