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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 | $30,725 | $78,682-61.0% | $109,188-71.9% | $85,851-64.2% |
| Participation rate | 74.1% | 68.3%+5.8pp | 75.9%-1.8pp | 69.3%+4.8pp |
| Annual return | 55.63% | 25.09%+30.5pp | 25.76%+29.9pp | 318.63%-263.0pp |
| Employer contribution / active EE | $1,586 | $2,734-42.0% | $3,723-57.4% | $2,565-38.2% |
| Participant deferral / active EE | $2,427 | $3,468-30.0% | $4,654-47.8% | $3,952-38.6% |
| Admin fee / account holder | $4,055 | $5,470-25.9% | $6,755-40.0% | $6,261-35.2% |