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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 | $49,353 | $58,311-15.4% | $81,882-39.7% | $80,959-39.0% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.4%+3.6pp | 67.7%+8.3pp |
| Annual return | 68.68% | 41.85%+26.8pp | 779.47%-710.8pp | 35.67%+33.0pp |
| Employer contribution / active EE | $2,812 | $2,347+19.8% | $2,916-3.6% | $2,757+2.0% |
| Participant deferral / active EE | $2,623 | $3,287-20.2% | $4,323-39.3% | $4,300-39.0% |
| Admin fee / account holder | $1,961 | $4,752-58.7% | $7,360-73.4% | $6,925-71.7% |