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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 | $24,081 | $54,541-55.8% | $78,778-69.4% | $70,126-65.7% |
| Participation rate | 86.2% | 60.8%+25.4pp | 69.2%+17.0pp | 69.5%+16.7pp |
| Annual return | 21.17% | 21.07%+0.1pp | 35.62%-14.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $5,297 | $1,089+386.6% | $1,986+166.7% | $2,343+126.1% |
| Participant deferral / active EE | $2,900 | $2,210+31.2% | $2,958-2.0% | $3,332-13.0% |
| Admin fee / account holder | $890 | $3,709-76.0% | $5,134-82.7% | $4,645-80.8% |