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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 | $31,158 | $76,371-59.2% | $93,621-66.7% | $72,975-57.3% |
| Participation rate | 90.6% | 71.8%+18.8pp | 75.8%+14.7pp | 69.5%+21.1pp |
| Annual return | 288.95% | 25.82%+263.1pp | 32.76%+256.2pp | 81.01%+207.9pp |
| Employer contribution / active EE | $1,498 | $2,276-34.2% | $2,719-44.9% | $2,440-38.6% |
| Participant deferral / active EE | $4,465 | $3,538+26.2% | $4,070+9.7% | $3,608+23.8% |
| Admin fee / account holder | $4,894 | $6,839-28.4% | $7,890-38.0% | $5,124-4.5% |