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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 | $14,604 | $57,590-74.6% | $86,233-83.1% | $82,448-82.3% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 57.34% | 22.41%+34.9pp | 61.39%-4.0pp | 41.64%+15.7pp |
| Employer contribution / active EE | $3,438 | $1,655+107.7% | $2,504+37.3% | $2,551+34.8% |
| Participant deferral / active EE | $4,463 | $3,080+44.9% | $4,559-2.1% | $4,139+7.8% |
| Admin fee / account holder | $1,741 | $4,730-63.2% | $8,342-79.1% | $7,234-75.9% |