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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 | $73,459-66.7% | $178,449-86.3% | $74,400-67.1% |
| Participation rate | 71.7% | 66.6%+5.1pp | 77.1%-5.4pp | 67.2%+4.5pp |
| Annual return | 19.09% | 17.50%+1.6pp | 27.09%-8.0pp | 1367.51%-1348.4pp |
| Employer contribution / active EE | $3,146 | $2,219+41.8% | $3,951-20.4% | $2,624+19.9% |
| Participant deferral / active EE | $5,317 | $4,515+17.8% | $6,277-15.3% | $4,348+22.3% |
| Admin fee / account holder | $2,095 | $1,812+15.6% | $10,362-79.8% | $1,944+7.8% |