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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 | $21,849 | $71,230-69.3% | $93,727-76.7% | $80,959-73.0% |
| Participation rate | 92.5% | 60.4%+32.1pp | 68.7%+23.8pp | 67.7%+24.8pp |
| Annual return | 51.27% | 11.26%+40.0pp | 133.83%-82.6pp | 35.67%+15.6pp |
| Employer contribution / active EE | $3,994 | $1,565+155.2% | $2,421+64.9% | $2,757+44.9% |
| Participant deferral / active EE | $7,470 | $4,037+85.0% | $4,417+69.1% | $4,300+73.7% |
| Admin fee / account holder | $2,831 | $6,961-59.3% | $8,292-65.9% | $6,925-59.1% |