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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 | $36,474 | $70,684-48.4% | $169,390-78.5% | $75,173-51.5% |
| Participation rate | 71.3% | 64.8%+6.4pp | 77.2%-5.9pp | 67.2%+4.0pp |
| Annual return | 25.46% | 36.38%-10.9pp | 406.07%-380.6pp | 160.72%-135.3pp |
| Employer contribution / active EE | $4,574 | $2,211+106.9% | $4,013+14.0% | $2,671+71.3% |
| Participant deferral / active EE | $7,798 | $4,310+81.0% | $6,222+25.3% | $4,126+89.0% |
| Admin fee / account holder | $3,137 | $5,404-41.9% | $9,015-65.2% | $5,651-44.5% |