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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 | $22,329 | $55,684-59.9% | $75,900-70.6% | $72,976-69.4% |
| Participation rate | 72.7% | 61.1%+11.6pp | 69.3%+3.4pp | 69.5%+3.2pp |
| Annual return | 36.65% | 27.60%+9.1pp | 30.73%+5.9pp | 81.02%-44.4pp |
| Employer contribution / active EE | $5,451 | $1,687+223.1% | $2,501+117.9% | $2,440+123.4% |
| Participant deferral / active EE | $3,751 | $2,634+42.4% | $3,604+4.1% | $3,608+4.0% |
| Admin fee / account holder | $1,433 | $3,981-64.0% | $5,421-73.6% | $5,124-72.0% |