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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 | $39,533 | $85,171-53.6% | $172,752-77.1% | $72,975-45.8% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 30.75% | 27.32%+3.4pp | 802.97%-772.2pp | 81.01%-50.3pp |
| Employer contribution / active EE | $3,975 | $3,324+19.6% | $5,144-22.7% | $2,440+62.9% |
| Participant deferral / active EE | $8,297 | $3,260+154.5% | $5,198+59.6% | $3,608+130.0% |
| Admin fee / account holder | $1,333 | $5,880-77.3% | $13,955-90.5% | $5,124-74.0% |