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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 | $29,130 | $61,605-52.7% | $112,273-74.1% | $75,181-61.3% |
| Participation rate | 92.6% | 61.7%+31.0pp | 72.4%+20.2pp | 67.2%+25.4pp |
| Annual return | 85.00% | 28.47%+56.5pp | 30.23%+54.8pp | 160.69%-75.7pp |
| Employer contribution / active EE | $1,638 | $2,015-18.7% | $3,431-52.3% | $2,671-38.6% |
| Participant deferral / active EE | $5,240 | $3,108+68.6% | $4,800+9.2% | $4,126+27.0% |
| Admin fee / account holder | $550 | $4,862-88.7% | $7,752-92.9% | $5,650-90.3% |