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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 | $23,643 | $25,014-5.5% | $69,611-66.0% | $80,925-70.8% |
| Participation rate | 85.2% | 64.2%+21.0pp | 66.4%+18.8pp | 67.7%+17.5pp |
| Annual return | 31.69% | 19.08%+12.6pp | 101.14%-69.4pp | 35.65%-4.0pp |
| Employer contribution / active EE | $1,564 | $991+57.7% | $1,709-8.5% | $2,756-43.3% |
| Participant deferral / active EE | $4,868 | $1,840+164.6% | $2,891+68.4% | $4,299+13.3% |
| Admin fee / account holder | $1,918 | $2,491-23.0% | $4,696-59.2% | $6,940-72.4% |