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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 | $44,352 | $102,632-56.8% | $81,988-45.9% | $158,950-72.1% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.3%+13.1pp | 82.0%+0.4pp |
| Annual return | 14.38% | 61.05%-46.7pp | 41.31%-26.9pp | 302.91%-288.5pp |
| Employer contribution / active EE | $6,710 | $3,241+107.0% | $2,498+168.6% | $4,762+40.9% |
| Participant deferral / active EE | $3,845 | $4,649-17.3% | $3,722+3.3% | $5,983-35.7% |
| Admin fee / account holder | $908 | $8,237-89.0% | $5,665-84.0% | $11,248-91.9% |