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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 | $27,255 | $64,324-57.6% | $118,946-77.1% | $79,858-65.9% |
| Participation rate | 83.9% | 64.9%+19.1pp | 75.4%+8.5pp | 69.6%+14.3pp |
| Annual return | 62.98% | 86.45%-23.5pp | 35.89%+27.1pp | 31.72%+31.3pp |
| Employer contribution / active EE | $2,563 | $1,836+39.6% | $3,263-21.5% | $2,471+3.7% |
| Participant deferral / active EE | $7,631 | $2,824+170.3% | $4,266+78.9% | $3,740+104.0% |
| Admin fee / account holder | $1,289 | $4,040-68.1% | $6,581-80.4% | $5,306-75.7% |