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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 | $24,781 | $58,587-57.7% | $83,322-70.3% | $64,173-61.4% |
| Participation rate | 73.1% | 72.0%+1.1pp | 77.8%-4.7pp | 69.6%+3.5pp |
| Annual return | 95.01% | 9.65%+85.4pp | 10.64%+84.4pp | 7.63%+87.4pp |
| Employer contribution / active EE | $3,930 | $2,098+87.3% | $3,379+16.3% | $2,381+65.1% |
| Participant deferral / active EE | $7,453 | $4,654+60.1% | $5,565+33.9% | $3,470+114.8% |
| Admin fee / account holder | $1,039 | $9,279-88.8% | $7,540-86.2% | $4,887-78.7% |