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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 | $75,541-66.4% | $152,093-83.3% | $82,637-69.3% |
| Participation rate | 95.0% | 66.5%+28.5pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 38.83% | 32.56%+6.3pp | 66.36%-27.5pp | 53.51%-14.7pp |
| Employer contribution / active EE | $859 | $2,622-67.3% | $4,175-79.4% | $2,552-66.4% |
| Participant deferral / active EE | $6,613 | $3,206+106.3% | $5,451+21.3% | $4,126+60.3% |
| Admin fee / account holder | $1,640 | $6,405-74.4% | $14,497-88.7% | $7,339-77.7% |