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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 | $31,993 | $76,551-58.2% | $123,894-74.2% | $62,881-49.1% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 60.14% | 18.68%+41.5pp | 47.52%+12.6pp | 20.14%+40.0pp |
| Employer contribution / active EE | $1,238 | $2,882-57.0% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $2,737 | $4,840-43.5% | $5,984-54.3% | $3,203-14.6% |
| Admin fee / account holder | $3,769 | $4,826-21.9% | $8,357-54.9% | $4,296-12.3% |