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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 | $45,539 | $65,361-30.3% | $92,903-51.0% | $72,983-37.6% |
| Participation rate | 83.6% | 68.3%+15.3pp | 76.0%+7.6pp | 69.5%+14.1pp |
| Annual return | 70.95% | 42.11%+28.8pp | 109.43%-38.5pp | 81.01%-10.1pp |
| Employer contribution / active EE | $2,862 | $2,594+10.3% | $3,653-21.6% | $2,440+17.3% |
| Participant deferral / active EE | $5,358 | $3,128+71.3% | $4,238+26.4% | $3,608+48.5% |
| Admin fee / account holder | $6,268 | $4,251+47.4% | $5,795+8.2% | $5,124+22.3% |