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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 | $35,136 | $81,870-57.1% | $119,634-70.6% | $68,490-48.7% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | 78.47% | -23.82%+102.3pp | -14.98%+93.5pp | -7.85%+86.3pp |
| Employer contribution / active EE | $3,733 | $2,692+38.7% | $4,232-11.8% | $2,597+43.8% |
| Participant deferral / active EE | $7,047 | $4,148+69.9% | $5,601+25.8% | $4,028+75.0% |
| Admin fee / account holder | $1,219 | $6,583-81.5% | $10,329-88.2% | $5,403-77.4% |