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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 | $48,572 | $101,778-52.3% | $164,975-70.6% | $80,925-40.0% |
| Participation rate | 85.9% | 71.8%+14.1pp | 78.6%+7.3pp | 67.7%+18.3pp |
| Annual return | 92.27% | 16.73%+75.5pp | 70.12%+22.1pp | 35.65%+56.6pp |
| Employer contribution / active EE | $3,205 | $2,954+8.5% | $4,343-26.2% | $2,756+16.3% |
| Participant deferral / active EE | $8,741 | $4,477+95.2% | $6,033+44.9% | $4,299+103.3% |
| Admin fee / account holder | $402 | $8,221-95.1% | $12,688-96.8% | $6,940-94.2% |