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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 | $57,073-48.0% | $85,126-65.1% | $80,925-63.3% |
| Participation rate | 96.6% | 56.4%+40.2pp | 67.5%+29.0pp | 67.7%+28.9pp |
| Annual return | 19.78% | 21.69%-1.9pp | 66.63%-46.9pp | 35.65%-15.9pp |
| Employer contribution / active EE | $4,941 | $1,801+174.4% | $2,731+80.9% | $2,756+79.3% |
| Participant deferral / active EE | $6,986 | $3,113+124.4% | $4,523+54.5% | $4,299+62.5% |
| Admin fee / account holder | $1,861 | $4,988-62.7% | $6,160-69.8% | $6,940-73.2% |