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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 | $57,590-52.5% | $86,233-68.3% | $82,448-66.8% |
| Participation rate | 87.5% | 57.9%+29.6pp | 69.0%+18.5pp | 68.1%+19.4pp |
| Annual return | 79.65% | 22.41%+57.2pp | 61.39%+18.3pp | 41.64%+38.0pp |
| Employer contribution / active EE | $3,322 | $1,655+100.7% | $2,504+32.6% | $2,551+30.2% |
| Participant deferral / active EE | $7,083 | $3,080+130.0% | $4,559+55.4% | $4,139+71.1% |
| Admin fee / account holder | $2,715 | $4,730-42.6% | $8,342-67.4% | $7,234-62.5% |