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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 | $56,549 | $116,462-51.4% | $455,481-87.6% | $116,462-51.4% |
| Participation rate | 93.1% | 74.7%+18.4pp | 71.0%+22.1pp | 74.7%+18.4pp |
| Annual return | 24.83% | 15.65%+9.2pp | -2.82%+27.7pp | 15.65%+9.2pp |
| Employer contribution / active EE | $1,598 | $3,231-50.6% | $5,016-68.1% | $3,231-50.6% |
| Participant deferral / active EE | $5,352 | $3,836+39.5% | $3,583+49.4% | $3,836+39.5% |
| Admin fee / account holder | $4,307 | $12,754-66.2% | $17,461-75.3% | $12,754-66.2% |