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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 | $13,842 | $58,057-76.2% | $97,032-85.7% | $86,983-84.1% |
| Participation rate | 86.5% | 60.4%+26.1pp | 71.6%+14.9pp | 69.5%+16.9pp |
| Annual return | 58.90% | 22.26%+36.6pp | 35.38%+23.5pp | 25.83%+33.1pp |
| Employer contribution / active EE | $2,752 | $1,663+65.4% | $2,629+4.7% | $2,584+6.5% |
| Participant deferral / active EE | $4,794 | $3,244+47.8% | $4,672+2.6% | $4,194+14.3% |
| Admin fee / account holder | $2,369 | $4,839-51.0% | $9,418-74.8% | $7,856-69.8% |