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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 | $32,176 | $63,346-49.2% | $92,240-65.1% | $70,126-54.1% |
| Participation rate | 75.6% | 68.7%+6.9pp | 76.5%-0.9pp | 69.5%+6.1pp |
| Annual return | 14.38% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,405 | $2,471-2.7% | $3,680-34.6% | $2,343+2.7% |
| Participant deferral / active EE | $4,244 | $2,854+48.7% | $3,897+8.9% | $3,332+27.4% |
| Admin fee / account holder | $3,702 | $3,841-3.6% | $5,194-28.7% | $4,645-20.3% |