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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 | $39,200 | $23,330+68.0% | $64,489-39.2% | $82,448-52.5% |
| Participation rate | 75.4% | 68.3%+7.1pp | 67.7%+7.7pp | 68.1%+7.3pp |
| Annual return | 16.64% | 83.66%-67.0pp | 55.03%-38.4pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,782 | $824+116.2% | $1,523+17.0% | $2,551-30.1% |
| Participant deferral / active EE | $3,103 | $1,707+81.8% | $2,778+11.7% | $4,139-25.0% |
| Admin fee / account holder | $5,153 | $2,946+75.0% | $4,260+21.0% | $7,234-28.8% |