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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 | $106,749-76.9% | $145,433-83.0% | $82,448-70.0% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 43.41% | 27.59%+15.8pp | 66.58%-23.2pp | 41.64%+1.8pp |
| Employer contribution / active EE | $1,303 | $3,444-62.2% | $4,554-71.4% | $2,551-48.9% |
| Participant deferral / active EE | $3,674 | $6,519-43.6% | $7,897-53.5% | $4,139-11.2% |
| Admin fee / account holder | $1,496 | $8,390-82.2% | $13,129-88.6% | $7,234-79.3% |