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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 | $26,533 | $58,275-54.5% | $81,844-67.6% | $80,935-67.2% |
| Participation rate | 96.4% | 63.5%+33.0pp | 72.4%+24.0pp | 67.7%+28.8pp |
| Annual return | 14.87% | 41.82%-26.9pp | 778.87%-764.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,948 | $2,346+25.7% | $2,916+1.1% | $2,757+6.9% |
| Participant deferral / active EE | $7,581 | $3,285+130.8% | $4,323+75.4% | $4,299+76.3% |
| Admin fee / account holder | $1,721 | $4,749-63.8% | $7,355-76.6% | $6,924-75.1% |