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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 | $19,668 | $124,330-84.2% | $109,173-82.0% | $167,536-88.3% |
| Participation rate | 93.3% | 79.5%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 36.68% | 26.04%+10.6pp | 25.75%+10.9pp | 478.82%-442.1pp |
| Employer contribution / active EE | $2,554 | $4,209-39.3% | $3,723-31.4% | $4,839-47.2% |
| Participant deferral / active EE | $7,057 | $5,256+34.3% | $4,654+51.6% | $6,342+11.3% |
| Admin fee / account holder | $1,075 | $7,974-86.5% | $6,755-84.1% | $12,315-91.3% |