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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 | $63,860 | $85,171-25.0% | $172,752-63.0% | $72,975-12.5% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 23.98% | 27.32%-3.3pp | 802.97%-779.0pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,622 | $3,324-51.2% | $5,144-68.5% | $2,440-33.5% |
| Participant deferral / active EE | $2,176 | $3,260-33.2% | $5,198-58.1% | $3,608-39.7% |
| Admin fee / account holder | $8,902 | $5,880+51.4% | $13,955-36.2% | $5,124+73.7% |