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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 | $13,842 | $58,848-76.5% | $88,179-84.3% | $82,637-83.3% |
| Participation rate | 86.5% | 57.9%+28.6pp | 69.1%+17.3pp | 68.1%+18.4pp |
| Annual return | 58.90% | 22.76%+36.1pp | 64.97%-6.1pp | 53.51%+5.4pp |
| Employer contribution / active EE | $2,752 | $1,678+63.9% | $2,549+7.9% | $2,552+7.8% |
| Participant deferral / active EE | $4,794 | $3,124+53.5% | $4,614+3.9% | $4,126+16.2% |
| Admin fee / account holder | $2,369 | $4,795-50.6% | $7,673-69.1% | $7,339-67.7% |