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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 | $14,119 | $37,156-62.0% | $83,854-83.2% | $86,983-83.8% |
| Participation rate | 95.5% | 49.1%+46.4pp | 59.1%+36.3pp | 69.5%+25.9pp |
| Annual return | 40.69% | 29.88%+10.8pp | 31.39%+9.3pp | 25.83%+14.9pp |
| Employer contribution / active EE | $2,067 | $661+212.7% | $1,017+103.2% | $2,584-20.0% |
| Participant deferral / active EE | $3,776 | $1,418+166.3% | $2,035+85.6% | $4,194-10.0% |
| Admin fee / account holder | $885 | $2,510-64.7% | $3,197-72.3% | $7,856-88.7% |