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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 | $25,581 | $68,852-62.8% | $120,524-78.8% | $80,925-68.4% |
| Participation rate | 85.4% | 61.6%+23.7pp | 71.9%+13.4pp | 67.7%+17.7pp |
| Annual return | 31.05% | 23.67%+7.4pp | 107.36%-76.3pp | 35.65%-4.6pp |
| Employer contribution / active EE | $3,771 | $2,063+82.8% | $3,469+8.7% | $2,756+36.8% |
| Participant deferral / active EE | $1,435 | $3,187-55.0% | $4,994-71.3% | $4,299-66.6% |
| Admin fee / account holder | $3,450 | $5,781-40.3% | $9,440-63.4% | $6,940-50.3% |