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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 | $46,999 | $107,079-56.1% | $151,266-68.9% | $87,485-46.3% |
| Participation rate | 73.2% | 71.1%+2.1pp | 77.0%-3.8pp | 68.9%+4.2pp |
| Annual return | 40.01% | 22.17%+17.8pp | 180.60%-140.6pp | 26.06%+14.0pp |
| Employer contribution / active EE | $2,775 | $3,174-12.6% | $4,237-34.5% | $2,596+6.9% |
| Participant deferral / active EE | $4,883 | $5,789-15.6% | $7,337-33.4% | $4,274+14.3% |
| Admin fee / account holder | $1,320 | $8,059-83.6% | $13,159-90.0% | $7,775-83.0% |