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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 | $55,930-30.8% | $76,089-49.2% | $80,925-52.2% |
| Participation rate | 72.7% | 62.1%+10.7pp | 69.1%+3.6pp | 67.7%+5.1pp |
| Annual return | 34.61% | 20.58%+14.0pp | 360.94%-326.3pp | 35.65%-1.0pp |
| Employer contribution / active EE | $6,053 | $1,866+224.3% | $2,690+125.0% | $2,756+119.6% |
| Participant deferral / active EE | $10,579 | $3,051+246.8% | $4,259+148.4% | $4,299+146.1% |
| Admin fee / account holder | $2,057 | $5,241-60.8% | $6,418-68.0% | $6,940-70.4% |