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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 | $21,757 | $54,757-60.3% | $90,300-75.9% | $72,983-70.2% |
| Participation rate | 77.8% | 65.1%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 106.90% | 30.63%+76.3pp | 78.11%+28.8pp | 81.01%+25.9pp |
| Employer contribution / active EE | $3,311 | $2,092+58.2% | $2,854+16.0% | $2,440+35.7% |
| Participant deferral / active EE | $5,650 | $2,887+95.7% | $3,884+45.4% | $3,608+56.6% |
| Admin fee / account holder | $1,267 | $3,972-68.1% | $5,353-76.3% | $5,124-75.3% |