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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 | $27,069 | $89,259-69.7% | $107,187-74.7% | $82,637-67.2% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 24.36% | 21.02%+3.3pp | 204.55%-180.2pp | 53.51%-29.1pp |
| Employer contribution / active EE | $4,419 | $3,080+43.5% | $3,782+16.8% | $2,552+73.1% |
| Participant deferral / active EE | $7,391 | $4,037+83.1% | $5,096+45.0% | $4,126+79.1% |
| Admin fee / account holder | $361 | $7,381-95.1% | $9,162-96.1% | $7,339-95.1% |