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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 | $26,826 | $57,352-53.2% | $83,831-68.0% | $64,173-58.2% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.6pp | 69.6%+27.2pp |
| Annual return | 15.68% | 11.38%+4.3pp | 850.99%-835.3pp | 7.63%+8.0pp |
| Employer contribution / active EE | $3,601 | $2,546+41.5% | $3,631-0.8% | $2,381+51.3% |
| Participant deferral / active EE | $6,339 | $2,993+111.8% | $4,082+55.3% | $3,470+82.7% |
| Admin fee / account holder | $2,732 | $4,046-32.5% | $5,479-50.1% | $4,887-44.1% |