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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 | $39,581 | $78,670-49.7% | $109,173-63.7% | $85,847-53.9% |
| Participation rate | 97.9% | 68.3%+29.6pp | 75.9%+22.0pp | 69.3%+28.6pp |
| Annual return | 29.19% | 25.09%+4.1pp | 25.75%+3.4pp | 318.61%-289.4pp |
| Employer contribution / active EE | $1,928 | $2,734-29.5% | $3,723-48.2% | $2,565-24.8% |
| Participant deferral / active EE | $4,768 | $3,467+37.5% | $4,654+2.5% | $3,952+20.6% |
| Admin fee / account holder | $3,376 | $5,469-38.3% | $6,755-50.0% | $6,261-46.1% |