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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 | $31,580 | $110,303-71.4% | $95,759-67.0% | $139,487-77.4% |
| Participation rate | 86.7% | 75.7%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 22.45% | 27.19%-4.7pp | 28.42%-6.0pp | 373.84%-351.4pp |
| Employer contribution / active EE | $7,279 | $3,261+123.2% | $2,836+156.6% | $4,755+53.1% |
| Participant deferral / active EE | $14,753 | $4,674+215.6% | $4,244+247.7% | $6,713+119.8% |
| Admin fee / account holder | $20,214 | $6,615+205.6% | $5,678+256.0% | $11,407+77.2% |