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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 | $26,419 | $45,041-41.3% | $63,003-58.1% | $70,131-62.3% |
| Participation rate | 72.4% | 69.5%+2.9pp | 74.8%-2.4pp | 69.5%+2.9pp |
| Annual return | 37.54% | 18.76%+18.8pp | 87.59%-50.0pp | 73.14%-35.6pp |
| Employer contribution / active EE | $3,551 | $2,052+73.0% | $2,760+28.6% | $2,342+51.6% |
| Participant deferral / active EE | $3,296 | $2,465+33.7% | $3,329-1.0% | $3,332-1.1% |
| Admin fee / account holder | $2,523 | $2,836-11.0% | $3,600-29.9% | $4,645-45.7% |