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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 | $25,544 | $65,434-61.0% | $98,483-74.1% | $85,847-70.2% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.3%+3.4pp |
| Annual return | 20.46% | 21.75%-1.3pp | 1494.38%-1473.9pp | 318.61%-298.1pp |
| Employer contribution / active EE | $1,555 | $2,169-28.3% | $2,961-47.5% | $2,565-39.4% |
| Participant deferral / active EE | $3,918 | $3,168+23.7% | $4,276-8.4% | $3,952-0.9% |
| Admin fee / account holder | $1,245 | $4,595-72.9% | $5,953-79.1% | $6,261-80.1% |