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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 | $28,099 | $58,851-52.3% | $115,170-75.6% | $72,983-61.5% |
| Participation rate | 76.8% | 65.5%+11.3pp | 75.9%+0.9pp | 69.5%+7.3pp |
| Annual return | 56.83% | 23.16%+33.7pp | 35.60%+21.2pp | 81.01%-24.2pp |
| Employer contribution / active EE | $4,401 | $1,798+144.8% | $3,179+38.4% | $2,440+80.4% |
| Participant deferral / active EE | $8,961 | $2,643+239.1% | $4,169+114.9% | $3,608+148.4% |
| Admin fee / account holder | $2,280 | $6,370-64.2% | $7,089-67.8% | $5,124-55.5% |