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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 | $81,233-64.2% | $155,567-81.3% | $80,874-64.0% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 106.87% | 33.33%+73.5pp | 64.74%+42.1pp | 35.62%+71.3pp |
| Employer contribution / active EE | $1,443 | $3,101-53.4% | $4,674-69.1% | $2,756-47.6% |
| Participant deferral / active EE | $2,465 | $3,452-28.6% | $5,628-56.2% | $4,297-42.6% |
| Admin fee / account holder | $3,068 | $7,998-61.6% | $15,916-80.7% | $6,935-55.8% |