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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 | $44,557 | $107,363-58.5% | $92,909-52.0% | $152,897-70.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 21.60% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,234 | $4,222-47.1% | $3,653-38.9% | $4,764-53.1% |
| Participant deferral / active EE | $6,743 | $4,848+39.1% | $4,238+59.1% | $5,851+15.2% |
| Admin fee / account holder | $455 | $7,082-93.6% | $5,795-92.1% | $11,599-96.1% |