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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 | $21,358 | $76,551-72.1% | $123,894-82.8% | $62,881-66.0% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 65.82% | 18.68%+47.1pp | 47.52%+18.3pp | 20.14%+45.7pp |
| Employer contribution / active EE | $510 | $2,882-82.3% | $4,617-89.0% | $2,281-77.6% |
| Participant deferral / active EE | $6,344 | $4,840+31.1% | $5,984+6.0% | $3,203+98.1% |
| Admin fee / account holder | $2,335 | $4,826-51.6% | $8,357-72.1% | $4,296-45.7% |