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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 | $14,740 | $57,140-74.2% | $85,240-82.7% | $80,959-81.8% |
| Participation rate | 90.0% | 56.4%+33.6pp | 67.5%+22.5pp | 67.7%+22.3pp |
| Annual return | 19.01% | 21.71%-2.7pp | 66.75%-47.7pp | 35.67%-16.7pp |
| Employer contribution / active EE | $3,111 | $1,802+72.6% | $2,735+13.7% | $2,757+12.8% |
| Participant deferral / active EE | $5,781 | $3,115+85.6% | $4,527+27.7% | $4,300+34.4% |
| Admin fee / account holder | $1,883 | $4,992-62.3% | $6,165-69.5% | $6,925-72.8% |