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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 | $29,145 | $72,273-59.7% | $101,275-71.2% | $79,856-63.5% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 19.99% | 22.30%-2.3pp | 46.48%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $7,722 | $2,691+186.9% | $3,660+111.0% | $2,471+212.5% |
| Participant deferral / active EE | $4,694 | $3,282+43.1% | $4,371+7.4% | $3,741+25.5% |
| Admin fee / account holder | $981 | $4,401-77.7% | $5,948-83.5% | $5,306-81.5% |