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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 | $25,345 | $86,050-70.5% | $189,758-86.6% | $94,015-73.0% |
| Participation rate | 95.0% | 68.9%+26.1pp | 79.8%+15.2pp | 70.8%+24.2pp |
| Annual return | 38.83% | 17.77%+21.1pp | 52.62%-13.8pp | 17.84%+21.0pp |
| Employer contribution / active EE | $859 | $2,819-69.5% | $4,767-82.0% | $2,790-69.2% |
| Participant deferral / active EE | $6,613 | $3,349+97.5% | $5,856+12.9% | $4,249+55.6% |
| Admin fee / account holder | $1,640 | $6,627-75.2% | $20,388-92.0% | $8,951-81.7% |