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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 | $31,302 | $101,798-69.3% | $165,071-81.0% | $80,935-61.3% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 106.44% | 16.73%+89.7pp | 70.17%+36.3pp | 35.66%+70.8pp |
| Employer contribution / active EE | $3,822 | $2,954+29.4% | $4,347-12.1% | $2,757+38.6% |
| Participant deferral / active EE | $5,056 | $4,476+13.0% | $6,035-16.2% | $4,299+17.6% |
| Admin fee / account holder | $709 | $8,221-91.4% | $12,695-94.4% | $6,924-89.8% |