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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 | $41,239 | $84,236-51.0% | $170,435-75.8% | $70,126-41.2% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 40.37% | 23.06%+17.3pp | 205.94%-165.6pp | 73.15%-32.8pp |
| Employer contribution / active EE | $4,078 | $3,387+20.4% | $5,432-24.9% | $2,343+74.1% |
| Participant deferral / active EE | $6,993 | $3,086+126.6% | $4,939+41.6% | $3,332+109.9% |
| Admin fee / account holder | $3,663 | $5,698-35.7% | $13,881-73.6% | $4,645-21.2% |