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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 | $29,099 | $81,262-64.2% | $155,602-81.3% | $80,911-64.0% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 106.87% | 33.34%+73.5pp | 64.81%+42.1pp | 35.63%+71.2pp |
| Employer contribution / active EE | $1,443 | $3,102-53.5% | $4,675-69.1% | $2,756-47.6% |
| Participant deferral / active EE | $2,465 | $3,451-28.6% | $5,629-56.2% | $4,297-42.6% |
| Admin fee / account holder | $3,068 | $7,992-61.6% | $15,923-80.7% | $6,935-55.8% |