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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 | $37,689 | $72,607-48.1% | $90,259-58.2% | $87,485-56.9% |
| Participation rate | 95.3% | 64.8%+30.5pp | 70.7%+24.6pp | 68.9%+26.4pp |
| Annual return | 57.85% | 18.59%+39.3pp | 18.88%+39.0pp | 26.06%+31.8pp |
| Employer contribution / active EE | $3,277 | $1,919+70.7% | $2,291+43.0% | $2,596+26.2% |
| Participant deferral / active EE | $9,666 | $3,055+216.4% | $3,827+152.6% | $4,274+126.2% |
| Admin fee / account holder | $662 | $5,947-88.9% | $7,267-90.9% | $7,775-91.5% |