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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 | $29,683 | $57,140-48.1% | $85,240-65.2% | $80,959-63.3% |
| Participation rate | 96.6% | 56.4%+40.1pp | 67.5%+29.0pp | 67.7%+28.9pp |
| Annual return | 19.78% | 21.71%-1.9pp | 66.75%-47.0pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,941 | $1,802+174.2% | $2,735+80.7% | $2,757+79.2% |
| Participant deferral / active EE | $6,986 | $3,115+124.3% | $4,527+54.3% | $4,300+62.5% |
| Admin fee / account holder | $1,861 | $4,992-62.7% | $6,165-69.8% | $6,925-73.1% |