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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 | $101,752-52.3% | $164,928-70.5% | $80,911-40.0% |
| Participation rate | 85.9% | 71.8%+14.1pp | 78.6%+7.3pp | 67.6%+18.3pp |
| Annual return | 92.27% | 16.73%+75.5pp | 70.08%+22.2pp | 35.63%+56.6pp |
| Employer contribution / active EE | $3,205 | $2,953+8.5% | $4,343-26.2% | $2,756+16.3% |
| Participant deferral / active EE | $8,741 | $4,477+95.2% | $6,034+44.9% | $4,297+103.4% |
| Admin fee / account holder | $402 | $8,218-95.1% | $12,684-96.8% | $6,935-94.2% |