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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 | $32,765 | $78,707-58.4% | $117,861-72.2% | $70,126-53.3% |
| Participation rate | 89.1% | 73.2%+15.9pp | 79.7%+9.5pp | 69.5%+19.6pp |
| Annual return | 23.72% | 23.30%+0.4pp | 335.11%-311.4pp | 73.15%-49.4pp |
| Employer contribution / active EE | $2,669 | $2,223+20.0% | $3,786-29.5% | $2,343+13.9% |
| Participant deferral / active EE | $6,826 | $3,297+107.0% | $4,482+52.3% | $3,332+104.9% |
| Admin fee / account holder | $600 | $5,066-88.2% | $8,021-92.5% | $4,645-87.1% |