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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 | $36,570 | $45,050-18.8% | $63,018-42.0% | $70,126-47.9% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.4pp |
| Annual return | 18.09% | 18.76%-0.7pp | 87.62%-69.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,859 | $2,052+234.3% | $2,761+148.5% | $2,343+192.8% |
| Participant deferral / active EE | $1,501 | $2,466-39.1% | $3,330-54.9% | $3,332-55.0% |
| Admin fee / account holder | $664 | $2,834-76.6% | $3,601-81.6% | $4,645-85.7% |