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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 | $35,018 | $65,034-46.2% | $90,970-61.5% | $79,856-56.1% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.0pp |
| Annual return | 46.33% | 30.45%+15.9pp | 134.60%-88.3pp | 31.71%+14.6pp |
| Employer contribution / active EE | $1,873 | $1,247+50.1% | $2,122-11.7% | $2,471-24.2% |
| Participant deferral / active EE | $3,595 | $2,512+43.1% | $3,373+6.6% | $3,741-3.9% |
| Admin fee / account holder | $1,372 | $4,536-69.7% | $5,961-77.0% | $5,306-74.1% |