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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 | $23,448 | $93,589-74.9% | $135,942-82.8% | $75,181-68.8% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 50.90% | 30.90%+20.0pp | 68.28%-17.4pp | 160.69%-109.8pp |
| Employer contribution / active EE | $2,677 | $3,537-24.3% | $4,858-44.9% | $2,671+0.2% |
| Participant deferral / active EE | $3,517 | $6,405-45.1% | $7,759-54.7% | $4,126-14.8% |
| Admin fee / account holder | $580 | $6,977-91.7% | $10,764-94.6% | $5,650-89.7% |