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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 | $54,695 | $58,828-7.0% | $78,002-29.9% | $62,881-13.0% |
| Participation rate | 78.0% | 71.1%+7.0pp | 75.5%+2.5pp | 69.3%+8.7pp |
| Annual return | 46.72% | 17.16%+29.6pp | 425.99%-379.3pp | 20.14%+26.6pp |
| Employer contribution / active EE | $388 | $1,672-76.8% | $2,470-84.3% | $2,281-83.0% |
| Participant deferral / active EE | $3,567 | $2,686+32.8% | $3,497+2.0% | $3,203+11.4% |
| Admin fee / account holder | $1,503 | $4,393-65.8% | $5,481-72.6% | $4,296-65.0% |