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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 | $38,414 | $167,030-77.0% | $135,768-71.7% | $155,188-75.2% |
| Participation rate | 71.4% | 76.2%-4.7pp | 71.1%+0.4pp | 80.8%-9.4pp |
| Annual return | 23.79% | 678.39%-654.6pp | 526.10%-502.3pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,317 | $4,132-68.1% | $3,394-61.2% | $4,248-69.0% |
| Participant deferral / active EE | $6,681 | $4,528+47.6% | $3,977+68.0% | $6,531+2.3% |
| Admin fee / account holder | $635 | $8,172-92.2% | $7,048-91.0% | $14,480-95.6% |