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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 | $38,450 | $106,524-63.9% | $152,301-74.8% | $87,485-56.0% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 52.91% | 26.89%+26.0pp | 80.50%-27.6pp | 26.06%+26.9pp |
| Employer contribution / active EE | $1,942 | $3,371-42.4% | $4,624-58.0% | $2,596-25.2% |
| Participant deferral / active EE | $5,631 | $6,525-13.7% | $8,004-29.6% | $4,274+31.8% |
| Admin fee / account holder | $2,410 | $8,287-70.9% | $14,398-83.3% | $7,775-69.0% |