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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 | $14,927 | $48,053-68.9% | $84,623-82.4% | $72,983-79.5% |
| Participation rate | 86.8% | 57.6%+29.3pp | 68.2%+18.6pp | 69.5%+17.4pp |
| Annual return | 41.18% | 37.39%+3.8pp | 258.77%-217.6pp | 81.01%-39.8pp |
| Employer contribution / active EE | $1,148 | $1,602-28.4% | $2,652-56.7% | $2,440-53.0% |
| Participant deferral / active EE | $5,531 | $2,681+106.3% | $3,899+41.9% | $3,608+53.3% |
| Admin fee / account holder | $2,357 | $3,395-30.6% | $4,913-52.0% | $5,124-54.0% |