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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 | $20,374 | $77,817-73.8% | $123,553-83.5% | $64,173-68.3% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | 78.29% | 12.49%+65.8pp | 119.21%-40.9pp | 7.63%+70.7pp |
| Employer contribution / active EE | $1,809 | $3,014-40.0% | $4,628-60.9% | $2,381-24.0% |
| Participant deferral / active EE | $7,056 | $5,240+34.7% | $6,426+9.8% | $3,470+103.4% |
| Admin fee / account holder | $2,674 | $5,519-51.5% | $9,284-71.2% | $4,887-45.3% |