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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 | $29,045 | $57,590-49.6% | $86,233-66.3% | $82,448-64.8% |
| Participation rate | 92.3% | 57.9%+34.4pp | 69.0%+23.3pp | 68.1%+24.2pp |
| Annual return | 23.47% | 22.41%+1.1pp | 61.39%-37.9pp | 41.64%-18.2pp |
| Employer contribution / active EE | $5,337 | $1,655+222.4% | $2,504+113.1% | $2,551+109.2% |
| Participant deferral / active EE | $5,069 | $3,080+64.6% | $4,559+11.2% | $4,139+22.5% |
| Admin fee / account holder | $447 | $4,730-90.5% | $8,342-94.6% | $7,234-93.8% |