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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 | $57,920 | $85,171-32.0% | $172,753-66.5% | $72,976-20.6% |
| Participation rate | 77.4% | 70.1%+7.4pp | 82.6%-5.2pp | 69.5%+7.9pp |
| Annual return | 20.63% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $3,143 | $3,324-5.4% | $5,144-38.9% | $2,440+28.8% |
| Participant deferral / active EE | $6,218 | $3,260+90.7% | $5,198+19.6% | $3,608+72.3% |
| Admin fee / account holder | $586 | $5,880-90.0% | $13,956-95.8% | $5,124-88.6% |