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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 | $22,965 | $74,661-69.2% | $160,784-85.7% | $67,986-66.2% |
| Participation rate | 78.7% | 57.1%+21.6pp | 77.0%+1.7pp | 57.2%+21.5pp |
| Annual return | 32.14% | 28.83%+3.3pp | 1803.92%-1771.8pp | 31.67%+0.5pp |
| Employer contribution / active EE | $2,647 | $1,829+44.7% | $3,733-29.1% | $2,019+31.1% |
| Participant deferral / active EE | $4,610 | $3,681+25.2% | $6,293-26.7% | $3,358+37.3% |
| Admin fee / account holder | $2,985 | $3,959-24.6% | $9,717-69.3% | $3,203-6.8% |