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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 | $81,331-64.2% | $155,534-81.3% | $80,935-64.0% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 106.87% | 33.37%+73.5pp | 64.92%+42.0pp | 35.66%+71.2pp |
| Employer contribution / active EE | $1,443 | $3,105-53.5% | $4,675-69.1% | $2,757-47.6% |
| Participant deferral / active EE | $2,465 | $3,454-28.6% | $5,630-56.2% | $4,299-42.7% |
| Admin fee / account holder | $3,068 | $7,999-61.6% | $15,900-80.7% | $6,924-55.7% |