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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 | $63,949-57.2% | $129,031-78.8% | $94,015-70.9% |
| Participation rate | 87.5% | 63.4%+24.1pp | 73.4%+14.1pp | 70.8%+16.7pp |
| Annual return | 79.65% | 17.56%+62.1pp | 34.67%+45.0pp | 17.84%+61.8pp |
| Employer contribution / active EE | $3,322 | $1,865+78.2% | $3,226+3.0% | $2,790+19.1% |
| Participant deferral / active EE | $7,083 | $3,686+92.2% | $5,217+35.8% | $4,249+66.7% |
| Admin fee / account holder | $2,715 | $5,523-50.8% | $13,208-79.4% | $8,951-69.7% |