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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 | $9,652 | $50,082-80.7% | $93,515-89.7% | $79,856-87.9% |
| Participation rate | 94.1% | 60.9%+33.2pp | 66.8%+27.3pp | 69.6%+24.5pp |
| Annual return | 80.66% | 24.59%+56.1pp | 78.21%+2.5pp | 31.71%+48.9pp |
| Employer contribution / active EE | $2,625 | $1,303+101.4% | $2,077+26.4% | $2,471+6.2% |
| Participant deferral / active EE | $5,018 | $2,212+126.8% | $3,129+60.4% | $3,741+34.1% |
| Admin fee / account holder | $1,827 | $3,454-47.1% | $5,235-65.1% | $5,306-65.6% |