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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 | $19,092 | $69,444-72.5% | $92,985-79.5% | $87,485-78.2% |
| Participation rate | 97.1% | 63.3%+33.8pp | 69.5%+27.6pp | 68.9%+28.1pp |
| Annual return | 31.01% | 23.85%+7.2pp | 27.99%+3.0pp | 26.06%+5.0pp |
| Employer contribution / active EE | $3,243 | $1,917+69.2% | $2,662+21.8% | $2,596+24.9% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $11,757 | $6,137+91.6% | $9,463+24.2% | $7,775+51.2% |