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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 | $23,192 | $71,197-67.4% | $93,669-75.2% | $80,925-71.3% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.7%+22.7pp |
| Annual return | 24.86% | 11.27%+13.6pp | 133.59%-108.7pp | 35.65%-10.8pp |
| Employer contribution / active EE | $2,343 | $1,565+49.7% | $2,424-3.3% | $2,756-15.0% |
| Participant deferral / active EE | $3,952 | $4,036-2.1% | $4,416-10.5% | $4,299-8.1% |
| Admin fee / account holder | $5,304 | $6,959-23.8% | $8,291-36.0% | $6,940-23.6% |