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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 | $21,654 | $45,041-51.9% | $63,003-65.6% | $70,131-69.1% |
| Participation rate | 89.1% | 69.5%+19.6pp | 74.8%+14.3pp | 69.5%+19.5pp |
| Annual return | 19.42% | 18.76%+0.7pp | 87.59%-68.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $4,034 | $2,052+96.6% | $2,760+46.2% | $2,342+72.2% |
| Participant deferral / active EE | $3,239 | $2,465+31.4% | $3,329-2.7% | $3,332-2.8% |
| Admin fee / account holder | $3,599 | $2,836+26.9% | $3,6000% | $4,645-22.5% |