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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 | $48,650 | $85,171-42.9% | $172,753-71.8% | $72,976-33.3% |
| Participation rate | 86.8% | 70.1%+16.7pp | 82.6%+4.1pp | 69.5%+17.3pp |
| Annual return | 23.23% | 27.32%-4.1pp | 803.00%-779.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $3,559 | $3,324+7.1% | $5,144-30.8% | $2,440+45.9% |
| Participant deferral / active EE | $3,670 | $3,260+12.6% | $5,198-29.4% | $3,608+1.7% |
| Admin fee / account holder | $1,475 | $5,880-74.9% | $13,956-89.4% | $5,124-71.2% |