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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 | $22,053 | $86,050-74.4% | $189,758-88.4% | $94,015-76.5% |
| Participation rate | 93.1% | 68.9%+24.2pp | 79.8%+13.3pp | 70.8%+22.3pp |
| Annual return | 19.33% | 17.77%+1.6pp | 52.62%-33.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $3,671 | $2,819+30.2% | $4,767-23.0% | $2,790+31.6% |
| Participant deferral / active EE | $5,837 | $3,349+74.3% | $5,856-0.3% | $4,249+37.4% |
| Admin fee / account holder | $4,762 | $6,627-28.1% | $20,388-76.6% | $8,951-46.8% |