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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 | $23,348 | $84,236-72.3% | $170,435-86.3% | $70,126-66.7% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 27.51% | 23.06%+4.5pp | 205.94%-178.4pp | 73.15%-45.6pp |
| Employer contribution / active EE | $1,309 | $3,387-61.4% | $5,432-75.9% | $2,343-44.1% |
| Participant deferral / active EE | $1,975 | $3,086-36.0% | $4,939-60.0% | $3,332-40.7% |
| Admin fee / account holder | $1,711 | $5,698-70.0% | $13,881-87.7% | $4,645-63.2% |