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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 | $41,699 | $51,638-19.2% | $129,406-67.8% | $80,959-48.5% |
| Participation rate | 73.1% | 56.9%+16.1pp | 69.6%+3.4pp | 67.7%+5.4pp |
| Annual return | 23.54% | 20.78%+2.8pp | 9468.18%-9444.6pp | 35.67%-12.1pp |
| Employer contribution / active EE | $2,642 | $1,584+66.9% | $4,155-36.4% | $2,757-4.2% |
| Participant deferral / active EE | $3,764 | $2,670+41.0% | $4,167-9.7% | $4,300-12.5% |
| Admin fee / account holder | $3,113 | $4,313-27.8% | $7,689-59.5% | $6,925-55.0% |