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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 | $43,365 | $45,043-3.7% | $63,005-31.2% | $70,124-38.2% |
| Participation rate | 72.0% | 69.5%+2.5pp | 74.8%-2.8pp | 69.5%+2.5pp |
| Annual return | 29.15% | 18.76%+10.4pp | 87.59%-58.4pp | 73.14%-44.0pp |
| Employer contribution / active EE | $3,161 | $2,052+54.0% | $2,760+14.5% | $2,342+34.9% |
| Participant deferral / active EE | $5,669 | $2,466+129.9% | $3,329+70.3% | $3,332+70.2% |
| Admin fee / account holder | $410 | $2,833-85.5% | $3,599-88.6% | $4,645-91.2% |