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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 | $20,109 | $48,364-58.4% | $71,796-72.0% | $62,881-68.0% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 39.14% | 13.16%+26.0pp | 78.04%-38.9pp | 20.14%+19.0pp |
| Employer contribution / active EE | $2,929 | $1,042+181.1% | $1,924+52.2% | $2,281+28.4% |
| Participant deferral / active EE | $6,040 | $2,091+188.8% | $2,794+116.2% | $3,203+88.6% |
| Admin fee / account holder | $2,482 | $3,771-34.2% | $4,815-48.5% | $4,296-42.2% |