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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 | $24,414 | $49,255-50.4% | $70,494-65.4% | $79,856-69.4% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 32.51% | 30.10%+2.4pp | 109.16%-76.6pp | 31.71%+0.8pp |
| Employer contribution / active EE | $3,197 | $2,100+52.2% | $2,738+16.8% | $2,471+29.4% |
| Participant deferral / active EE | $1,020 | $2,768-63.2% | $3,711-72.5% | $3,741-72.7% |
| Admin fee / account holder | $1,047 | $2,879-63.6% | $3,848-72.8% | $5,306-80.3% |