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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 | $39,705 | $66,431-40.2% | $109,916-63.9% | $85,851-53.8% |
| Participation rate | 79.1% | 63.9%+15.2pp | 74.2%+4.8pp | 69.3%+9.7pp |
| Annual return | 20.14% | 19.59%+0.6pp | 29.46%-9.3pp | 318.63%-298.5pp |
| Employer contribution / active EE | $8,367 | $1,688+395.7% | $2,844+194.2% | $2,565+226.1% |
| Participant deferral / active EE | $4,649 | $2,844+63.5% | $4,047+14.9% | $3,952+17.6% |
| Admin fee / account holder | $1,930 | $4,559-57.7% | $6,069-68.2% | $6,261-69.2% |