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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 | $24,584 | $73,107-66.4% | $114,563-78.5% | $87,485-71.9% |
| Participation rate | 97.2% | 65.8%+31.4pp | 72.9%+24.3pp | 68.9%+28.3pp |
| Annual return | 20.60% | 19.47%+1.1pp | 241.09%-220.5pp | 26.06%-5.5pp |
| Employer contribution / active EE | $3,388 | $1,881+80.1% | $2,592+30.7% | $2,596+30.5% |
| Participant deferral / active EE | $1,663 | $3,144-47.1% | $4,142-59.9% | $4,274-61.1% |
| Admin fee / account holder | $1,494 | $5,770-74.1% | $7,623-80.4% | $7,775-80.8% |