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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 | $40,613 | $89,652-54.7% | $141,177-71.2% | $65,185-37.7% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.5%-5.5pp | 70.2%+6.7pp |
| Annual return | 51.49% | 32.79%+18.7pp | 71.40%-19.9pp | 29.38%+22.1pp |
| Employer contribution / active EE | $1,715 | $3,065-44.0% | $4,736-63.8% | $2,177-21.2% |
| Participant deferral / active EE | $5,846 | $5,691+2.7% | $6,710-12.9% | $3,514+66.4% |
| Admin fee / account holder | $725 | $569+27.5% | $10,263-92.9% | $847-14.4% |