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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 | $25,952 | $91,179-71.5% | $178,499-85.5% | $79,852-67.5% |
| Participation rate | 73.8% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 38.67% | 24.19%+14.5pp | 151.10%-112.4pp | 31.72%+6.9pp |
| Employer contribution / active EE | $1,114 | $3,256-65.8% | $5,011-77.8% | $2,471-54.9% |
| Participant deferral / active EE | $3,517 | $3,236+8.7% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $3,299 | $6,749-51.1% | $13,986-76.4% | $5,306-37.8% |