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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 | $30,147 | $167,504-82.0% | $151,628-80.1% | $134,509-77.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | 41.64% | 7.81%+33.8pp | 3.34%+38.3pp | 418.13%-376.5pp |
| Employer contribution / active EE | $2,603 | $6,828-61.9% | $6,165-57.8% | $4,741-45.1% |
| Participant deferral / active EE | $4,660 | $8,985-48.1% | $8,363-44.3% | $6,400-27.2% |
| Admin fee / account holder | $3,939 | $13,779-71.4% | $11,613-66.1% | $11,427-65.5% |