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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 | $25,940 | $53,128-51.2% | $86,582-70.0% | $70,126-63.0% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 18.26% | 27.66%-9.4pp | 965.08%-946.8pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,698 | $2,068+30.5% | $2,839-5.0% | $2,343+15.2% |
| Participant deferral / active EE | $2,704 | $2,695+0.3% | $3,609-25.1% | $3,332-18.8% |
| Admin fee / account holder | $4,462 | $3,584+24.5% | $4,904-9.0% | $4,645-4.0% |