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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 | $24,289 | $90,674-73.2% | $96,707-74.9% | $82,448-70.5% |
| Participation rate | 77.9% | 75.9%+2.0pp | 80.4%-2.4pp | 68.1%+9.8pp |
| Annual return | 57.87% | 49.05%+8.8pp | 34.78%+23.1pp | 41.64%+16.2pp |
| Employer contribution / active EE | $2,203 | $3,975-44.6% | $4,191-47.4% | $2,551-13.6% |
| Participant deferral / active EE | $3,134 | $5,696-45.0% | $5,997-47.7% | $4,139-24.3% |
| Admin fee / account holder | $1,358 | $7,568-82.1% | $7,503-81.9% | $7,234-81.2% |