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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 | $78,690-67.8% | $161,489-84.3% | $87,485-71.0% |
| Participation rate | 95.0% | 67.5%+27.5pp | 78.7%+16.3pp | 68.9%+26.1pp |
| Annual return | 38.83% | 32.74%+6.1pp | 89.72%-50.9pp | 26.06%+12.8pp |
| Employer contribution / active EE | $859 | $2,588-66.8% | $4,268-79.9% | $2,596-66.9% |
| Participant deferral / active EE | $6,613 | $3,311+99.7% | $5,630+17.5% | $4,274+54.7% |
| Admin fee / account holder | $1,640 | $6,724-75.6% | $16,006-89.8% | $7,775-78.9% |