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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 | $24,701 | $106,524-76.8% | $152,301-83.8% | $87,485-71.8% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.4%+13.1pp | 68.9%+26.7pp |
| Annual return | 43.41% | 26.89%+16.5pp | 80.50%-37.1pp | 26.06%+17.4pp |
| Employer contribution / active EE | $1,303 | $3,371-61.3% | $4,624-71.8% | $2,596-49.8% |
| Participant deferral / active EE | $3,674 | $6,525-43.7% | $8,004-54.1% | $4,274-14.0% |
| Admin fee / account holder | $1,496 | $8,287-81.9% | $14,398-89.6% | $7,775-80.8% |