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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 | $22,674 | $45,041-49.7% | $63,003-64.0% | $70,131-67.7% |
| Participation rate | 96.9% | 69.5%+27.3pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 16.50% | 18.76%-2.3pp | 87.59%-71.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $5,797 | $2,052+182.5% | $2,760+110.0% | $2,342+147.5% |
| Participant deferral / active EE | $2,344 | $2,465-4.9% | $3,329-29.6% | $3,332-29.6% |
| Admin fee / account holder | $3,830 | $2,836+35.1% | $3,600+6.4% | $4,645-17.6% |