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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 | $21,325 | $53,774-60.3% | $134,162-84.1% | $79,852-73.3% |
| Participation rate | 80.9% | 58.8%+22.1pp | 72.2%+8.7pp | 69.6%+11.2pp |
| Annual return | 38.07% | 19.01%+19.1pp | 36.35%+1.7pp | 31.72%+6.3pp |
| Employer contribution / active EE | $2,730 | $1,322+106.6% | $3,705-26.3% | $2,471+10.5% |
| Participant deferral / active EE | $5,245 | $2,420+116.7% | $3,500+49.9% | $3,740+40.2% |
| Admin fee / account holder | $899 | $3,985-77.4% | $6,685-86.6% | $5,306-83.1% |