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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 | $53,809 | $87,834-38.7% | $133,975-59.8% | $62,881-14.4% |
| Participation rate | 98.4% | 83.4%+15.0pp | 87.1%+11.3pp | 69.3%+29.1pp |
| Annual return | 18.22% | 12.05%+6.2pp | 29.29%-11.1pp | 20.14%-1.9pp |
| Employer contribution / active EE | $4,476 | $3,482+28.5% | $5,211-14.1% | $2,281+96.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,740 | $5,372-67.6% | $9,324-81.3% | $4,296-59.5% |