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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 | $25,148 | $79,449-68.3% | $189,558-86.7% | $85,856-70.7% |
| Participation rate | 93.8% | 66.0%+27.9pp | 78.5%+15.4pp | 69.3%+24.5pp |
| Annual return | 18.61% | 18.45%+0.2pp | 64.19%-45.6pp | 318.58%-300.0pp |
| Employer contribution / active EE | $3,801 | $2,081+82.6% | $4,412-13.8% | $2,565+48.2% |
| Participant deferral / active EE | $3,557 | $4,051-12.2% | $6,174-42.4% | $3,952-10.0% |
| Admin fee / account holder | $665 | $5,377-87.6% | $9,809-93.2% | $6,261-89.4% |