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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 | $27,363 | $60,442-54.7% | $96,754-71.7% | $87,485-68.7% |
| Participation rate | 87.5% | 58.7%+28.8pp | 70.3%+17.2pp | 68.9%+18.6pp |
| Annual return | 79.65% | 21.97%+57.7pp | 82.04%-2.4pp | 26.06%+53.6pp |
| Employer contribution / active EE | $3,322 | $1,691+96.5% | $2,679+24.0% | $2,596+27.9% |
| Participant deferral / active EE | $7,083 | $3,280+116.0% | $4,758+48.9% | $4,274+65.7% |
| Admin fee / account holder | $2,715 | $5,069-46.4% | $8,905-69.5% | $7,775-65.1% |