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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 | $44,013 | $61,125-28.0% | $94,057-53.2% | $87,485-49.7% |
| Participation rate | 83.8% | 64.1%+19.7pp | 73.3%+10.4pp | 68.9%+14.9pp |
| Annual return | 30.52% | 35.20%-4.7pp | 480.62%-450.1pp | 26.06%+4.5pp |
| Employer contribution / active EE | $2,815 | $2,136+31.7% | $2,933-4.0% | $2,596+8.4% |
| Participant deferral / active EE | $4,468 | $3,260+37.1% | $4,709-5.1% | $4,274+4.6% |
| Admin fee / account holder | $324 | $5,629-94.2% | $7,244-95.5% | $7,775-95.8% |