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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 | $22,060 | $64,359-65.7% | $90,161-75.5% | $70,126-68.5% |
| Participation rate | 81.5% | 70.4%+11.0pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 180.24% | 28.13%+152.1pp | 34.89%+145.4pp | 73.15%+107.1pp |
| Employer contribution / active EE | $2,739 | $2,046+33.9% | $3,318-17.5% | $2,343+16.9% |
| Participant deferral / active EE | $7,044 | $4,389+60.5% | $5,287+33.2% | $3,332+111.4% |
| Admin fee / account holder | $524 | $3,945-86.7% | $5,943-91.2% | $4,645-88.7% |