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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 | $10,664 | $51,638-79.3% | $129,406-91.8% | $80,959-86.8% |
| Participation rate | 94.5% | 56.9%+37.6pp | 69.6%+24.9pp | 67.7%+26.8pp |
| Annual return | 20.82% | 20.78%0pp | 9468.18%-9447.4pp | 35.67%-14.8pp |
| Employer contribution / active EE | $717 | $1,584-54.7% | $4,155-82.8% | $2,757-74.0% |
| Participant deferral / active EE | $3,410 | $2,670+27.7% | $4,167-18.2% | $4,300-20.7% |
| Admin fee / account holder | $1,283 | $4,313-70.2% | $7,689-83.3% | $6,925-81.5% |