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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 | $24,051 | $63,346-62.0% | $92,240-73.9% | $70,126-65.7% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.1pp |
| Annual return | 12.77% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $3,502 | $2,471+41.7% | $3,680-4.8% | $2,343+49.5% |
| Participant deferral / active EE | $1,457 | $2,854-49.0% | $3,897-62.6% | $3,332-56.3% |
| Admin fee / account holder | $8,167 | $3,841+112.6% | $5,194+57.2% | $4,645+75.8% |