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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 | $27,575 | $65,364-57.8% | $92,909-70.3% | $72,975-62.2% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.7pp |
| Annual return | 70.55% | 42.11%+28.4pp | 109.44%-38.9pp | 81.01%-10.5pp |
| Employer contribution / active EE | $4,203 | $2,594+62.0% | $3,653+15.0% | $2,440+72.2% |
| Participant deferral / active EE | $4,193 | $3,128+34.0% | $4,238-1.1% | $3,608+16.2% |
| Admin fee / account holder | $897 | $4,251-78.9% | $5,795-84.5% | $5,124-82.5% |