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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 | $19,535 | $63,365-69.2% | $91,994-78.8% | $72,976-73.2% |
| Participation rate | 76.2% | 72.5%+3.7pp | 78.6%-2.4pp | 69.5%+6.7pp |
| Annual return | 51.63% | 35.35%+16.3pp | 69.04%-17.4pp | 81.02%-29.4pp |
| Employer contribution / active EE | $3,476 | $2,116+64.3% | $3,453+0.7% | $2,440+42.4% |
| Participant deferral / active EE | $6,283 | $4,883+28.7% | $5,924+6.1% | $3,608+74.2% |
| Admin fee / account holder | $1,520 | $4,670-67.4% | $7,744-80.4% | $5,124-70.3% |