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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 | $32,513 | $63,861-49.1% | $104,625-68.9% | $79,852-59.3% |
| Participation rate | 80.8% | 64.9%+15.8pp | 74.1%+6.7pp | 69.6%+11.1pp |
| Annual return | 20.41% | 21.30%-0.9pp | 340.60%-320.2pp | 31.72%-11.3pp |
| Employer contribution / active EE | $2,293 | $1,588+44.4% | $2,681-14.5% | $2,471-7.2% |
| Participant deferral / active EE | $4,001 | $2,693+48.5% | $3,738+7.0% | $3,740+7.0% |
| Admin fee / account holder | $509 | $4,185-87.8% | $6,465-92.1% | $5,306-90.4% |