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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 | $68,880-62.9% | $120,580-78.8% | $80,959-68.4% |
| Participation rate | 85.4% | 61.7%+23.7pp | 72.0%+13.4pp | 67.7%+17.7pp |
| Annual return | 31.05% | 23.68%+7.4pp | 107.48%-76.4pp | 35.67%-4.6pp |
| Employer contribution / active EE | $3,771 | $2,066+82.5% | $3,469+8.7% | $2,757+36.8% |
| Participant deferral / active EE | $1,435 | $3,191-55.0% | $4,995-71.3% | $4,300-66.6% |
| Admin fee / account holder | $3,450 | $5,785-40.4% | $9,418-63.4% | $6,925-50.2% |