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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 | $45,744 | $98,766-53.7% | $149,730-69.4% | $79,852-42.7% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 45.17% | 27.43%+17.7pp | 276.70%-231.5pp | 31.72%+13.4pp |
| Employer contribution / active EE | $2,138 | $3,217-33.5% | $4,645-54.0% | $2,471-13.5% |
| Participant deferral / active EE | $5,005 | $5,681-11.9% | $6,843-26.9% | $3,740+33.8% |
| Admin fee / account holder | $912 | $6,052-84.9% | $9,310-90.2% | $5,306-82.8% |