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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 | $35,748 | $65,361-45.3% | $92,903-61.5% | $72,983-51.0% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 51.46% | 42.11%+9.4pp | 109.43%-58.0pp | 81.01%-29.5pp |
| Employer contribution / active EE | $2,470 | $2,594-4.8% | $3,653-32.4% | $2,440+1.2% |
| Participant deferral / active EE | $7,045 | $3,128+125.2% | $4,238+66.2% | $3,608+95.3% |
| Admin fee / account holder | $1,423 | $4,251-66.5% | $5,795-75.4% | $5,124-72.2% |