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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 | $35,422 | $81,208-56.4% | $98,920-64.2% | $79,852-55.6% |
| Participation rate | 84.6% | 72.5%+12.1pp | 76.0%+8.6pp | 69.6%+15.0pp |
| Annual return | 12.62% | 60.99%-48.4pp | 196.47%-183.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $2,945 | $1,960+50.3% | $2,689+9.5% | $2,471+19.2% |
| Participant deferral / active EE | $6,122 | $3,265+87.5% | $4,245+44.2% | $3,740+63.7% |
| Admin fee / account holder | $8,690 | $6,013+44.5% | $6,643+30.8% | $5,306+63.8% |