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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 | $34,832 | $117,444-70.3% | $99,479-65.0% | $152,909-77.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 27.95% | 31.87%-3.9pp | 30.72%-2.8pp | 345.46%-317.5pp |
| Employer contribution / active EE | $4,902 | $3,014+62.6% | $2,540+93.0% | $4,764+2.9% |
| Participant deferral / active EE | $7,857 | $4,086+92.3% | $3,619+117.1% | $5,851+34.3% |
| Admin fee / account holder | $1,877 | $7,635-75.4% | $6,253-70.0% | $11,601-83.8% |