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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 | $101,795-52.3% | $165,100-70.6% | $80,959-40.0% |
| Participation rate | 85.9% | 71.8%+14.1pp | 78.6%+7.3pp | 67.7%+18.3pp |
| Annual return | 92.27% | 16.73%+75.5pp | 70.21%+22.1pp | 35.67%+56.6pp |
| Employer contribution / active EE | $3,205 | $2,954+8.5% | $4,348-26.3% | $2,757+16.2% |
| Participant deferral / active EE | $8,741 | $4,476+95.3% | $6,035+44.8% | $4,300+103.3% |
| Admin fee / account holder | $402 | $8,221-95.1% | $12,696-96.8% | $6,925-94.2% |