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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 | $43,159 | $95,415-54.8% | $185,851-76.8% | $85,851-49.7% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 40.28% | 23.59%+16.7pp | 122.11%-81.8pp | 318.63%-278.4pp |
| Employer contribution / active EE | $1,982 | $3,314-40.2% | $5,168-61.6% | $2,565-22.7% |
| Participant deferral / active EE | $1,337 | $3,424-60.9% | $5,569-76.0% | $3,952-66.2% |
| Admin fee / account holder | $804 | $7,215-88.8% | $16,245-95.0% | $6,261-87.2% |