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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 | $18,651 | $77,908-76.1% | $149,696-87.5% | $75,173-75.2% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 30.80% | 31.73%-0.9pp | 134.46%-103.7pp | 160.72%-129.9pp |
| Employer contribution / active EE | $4,513 | $3,138+43.8% | $4,821-6.4% | $2,671+69.0% |
| Participant deferral / active EE | $9,072 | $3,411+166.0% | $5,682+59.7% | $4,126+119.9% |
| Admin fee / account holder | $2,284 | $5,950-61.6% | $13,212-82.7% | $5,651-59.6% |