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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 | $26,313 | $86,050-69.4% | $189,758-86.1% | $94,015-72.0% |
| Participation rate | 92.0% | 68.9%+23.1pp | 79.8%+12.2pp | 70.8%+21.2pp |
| Annual return | 23.92% | 17.77%+6.1pp | 52.62%-28.7pp | 17.84%+6.1pp |
| Employer contribution / active EE | $3,439 | $2,819+22.0% | $4,767-27.9% | $2,790+23.3% |
| Participant deferral / active EE | $4,535 | $3,349+35.4% | $5,856-22.6% | $4,249+6.7% |
| Admin fee / account holder | $840 | $6,627-87.3% | $20,388-95.9% | $8,951-90.6% |