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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 | $20,489 | $63,861-67.9% | $104,639-80.4% | $79,856-74.3% |
| Participation rate | 96.8% | 64.9%+31.9pp | 74.1%+22.7pp | 69.6%+27.1pp |
| Annual return | 17.14% | 21.30%-4.2pp | 340.67%-323.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,306 | $1,588+108.1% | $2,682+23.3% | $2,471+33.8% |
| Participant deferral / active EE | $2,256 | $2,693-16.2% | $3,738-39.6% | $3,741-39.7% |
| Admin fee / account holder | $1,625 | $4,185-61.2% | $6,465-74.9% | $5,306-69.4% |