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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 | $24,454 | $73,532-66.7% | $178,505-86.3% | $74,478-67.2% |
| Participation rate | 71.7% | 66.6%+5.1pp | 77.1%-5.4pp | 67.2%+4.5pp |
| Annual return | 19.09% | 17.49%+1.6pp | 27.16%-8.1pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $3,146 | $2,221+41.7% | $3,955-20.5% | $2,626+19.8% |
| Participant deferral / active EE | $5,317 | $4,519+17.7% | $6,280-15.3% | $4,350+22.2% |
| Admin fee / account holder | $2,095 | $1,813+15.6% | $10,428-79.9% | $1,946+7.7% |