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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 | $40,681 | $63,346-35.8% | $92,240-55.9% | $70,126-42.0% |
| Participation rate | 73.5% | 68.7%+4.9pp | 76.5%-3.0pp | 69.5%+4.0pp |
| Annual return | 23.37% | 530.19%-506.8pp | 176.29%-152.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $1,693 | $2,471-31.5% | $3,680-54.0% | $2,343-27.7% |
| Participant deferral / active EE | $2,490 | $2,854-12.7% | $3,897-36.1% | $3,332-25.3% |
| Admin fee / account holder | $1,421 | $3,841-63.0% | $5,194-72.6% | $4,645-69.4% |