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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 | $39,914 | $96,731-58.7% | $123,973-67.8% | $86,983-54.1% |
| Participation rate | 86.7% | 70.0%+16.6pp | 76.7%+10.0pp | 69.5%+17.1pp |
| Annual return | 23.79% | 17.33%+6.5pp | 388.13%-364.3pp | 25.83%-2.0pp |
| Employer contribution / active EE | $3,242 | $3,297-1.7% | $4,126-21.4% | $2,584+25.5% |
| Participant deferral / active EE | $6,347 | $4,152+52.9% | $5,247+21.0% | $4,194+51.3% |
| Admin fee / account holder | $4,300 | $8,722-50.7% | $11,799-63.6% | $7,856-45.3% |