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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 | $28,492 | $74,535-61.8% | $100,712-71.7% | $82,637-65.5% |
| Participation rate | 94.4% | 61.2%+33.2pp | 69.3%+25.1pp | 68.1%+26.3pp |
| Annual return | 66.11% | 18.92%+47.2pp | 33.27%+32.8pp | 53.51%+12.6pp |
| Employer contribution / active EE | $3,561 | $1,503+137.0% | $2,313+54.0% | $2,552+39.5% |
| Participant deferral / active EE | $3,973 | $3,074+29.2% | $4,085-2.8% | $4,126-3.7% |
| Admin fee / account holder | $2,883 | $6,576-56.2% | $9,256-68.9% | $7,339-60.7% |