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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 | $38,677 | $55,902-30.8% | $76,030-49.1% | $80,959-52.2% |
| Participation rate | 72.7% | 62.1%+10.7pp | 69.1%+3.7pp | 67.7%+5.1pp |
| Annual return | 34.61% | 20.59%+14.0pp | 361.54%-326.9pp | 35.67%-1.1pp |
| Employer contribution / active EE | $6,053 | $1,867+224.2% | $2,688+125.2% | $2,757+119.5% |
| Participant deferral / active EE | $10,579 | $3,051+246.8% | $4,257+148.5% | $4,300+146.0% |
| Admin fee / account holder | $2,057 | $5,239-60.7% | $6,421-68.0% | $6,925-70.3% |