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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 | $36,447 | $96,236-62.1% | $133,698-72.7% | $80,959-55.0% |
| Participation rate | 75.0% | 71.2%+3.8pp | 76.4%-1.4pp | 67.7%+7.3pp |
| Annual return | 39.22% | 28.74%+10.5pp | 580.90%-541.7pp | 35.67%+3.5pp |
| Employer contribution / active EE | $2,444 | $3,350-27.0% | $4,218-42.0% | $2,757-11.3% |
| Participant deferral / active EE | $4,846 | $5,709-15.1% | $7,016-30.9% | $4,300+12.7% |
| Admin fee / account holder | $1,107 | $8,250-86.6% | $6,703-83.5% | $6,925-84.0% |