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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 | $22,754 | $70,486-67.7% | $100,535-77.4% | $79,856-71.5% |
| Participation rate | 84.6% | 73.6%+11.0pp | 79.4%+5.2pp | 69.6%+15.0pp |
| Annual return | 41.45% | 21.90%+19.6pp | 30.90%+10.6pp | 31.71%+9.7pp |
| Employer contribution / active EE | $3,921 | $2,165+81.2% | $3,419+14.7% | $2,471+58.7% |
| Participant deferral / active EE | $7,080 | $5,182+36.6% | $6,271+12.9% | $3,741+89.3% |
| Admin fee / account holder | $1,417 | $4,480-68.4% | $8,085-82.5% | $5,306-73.3% |