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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 | $25,658 | $50,554-49.2% | $67,681-62.1% | $87,485-70.7% |
| Participation rate | 95.1% | 67.7%+27.4pp | 73.7%+21.4pp | 68.9%+26.2pp |
| Annual return | 19.04% | 17.81%+1.2pp | 590.58%-571.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,515 | $1,988-23.8% | $2,678-43.4% | $2,596-41.6% |
| Participant deferral / active EE | $1,683 | $2,961-43.2% | $3,976-57.7% | $4,274-60.6% |
| Admin fee / account holder | $1,449 | $4,132-64.9% | $6,100-76.2% | $7,775-81.4% |