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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 | $44,627 | $48,011-7.0% | $63,803-30.1% | $82,637-46.0% |
| Participation rate | 82.8% | 66.6%+16.2pp | 72.7%+10.1pp | 68.1%+14.7pp |
| Annual return | 23.48% | 19.84%+3.6pp | 543.72%-520.2pp | 53.51%-30.0pp |
| Employer contribution / active EE | $2,813 | $1,904+47.8% | $2,532+11.1% | $2,552+10.2% |
| Participant deferral / active EE | $3,959 | $2,846+39.1% | $3,843+3.0% | $4,126-4.1% |
| Admin fee / account holder | $527 | $3,873-86.4% | $5,196-89.9% | $7,339-92.8% |