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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 | $39,620 | $85,169-53.5% | $172,755-77.1% | $72,983-45.7% |
| Participation rate | 83.8% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.3pp |
| Annual return | 25.51% | 27.32%-1.8pp | 802.94%-777.4pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,078 | $3,324-67.6% | $5,144-79.0% | $2,440-55.8% |
| Participant deferral / active EE | $3,325 | $3,260+2.0% | $5,198-36.0% | $3,608-7.8% |
| Admin fee / account holder | $7,152 | $5,880+21.6% | $13,955-48.7% | $5,124+39.6% |