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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 | $22,608 | $78,672-71.3% | $109,163-79.3% | $85,856-73.7% |
| Participation rate | 95.3% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.0pp |
| Annual return | 12.45% | 25.09%-12.6pp | 25.75%-13.3pp | 318.58%-306.1pp |
| Employer contribution / active EE | $2,458 | $2,734-10.1% | $3,723-34.0% | $2,565-4.2% |
| Participant deferral / active EE | $5,340 | $3,467+54.0% | $4,654+14.7% | $3,952+35.1% |
| Admin fee / account holder | $2,265 | $5,470-58.6% | $6,754-66.5% | $6,261-63.8% |