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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 | $24,936 | $47,848-47.9% | $81,473-69.4% | $70,126-64.4% |
| Participation rate | 77.1% | 58.3%+18.8pp | 68.0%+9.1pp | 69.5%+7.5pp |
| Annual return | 45.49% | 27.25%+18.2pp | 38.78%+6.7pp | 73.15%-27.7pp |
| Employer contribution / active EE | $3,009 | $1,527+97.0% | $2,568+17.2% | $2,343+28.4% |
| Participant deferral / active EE | $2,966 | $2,453+20.9% | $3,537-16.2% | $3,332-11.0% |
| Admin fee / account holder | $2,361 | $3,145-24.9% | $4,561-48.2% | $4,645-49.2% |