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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 | $41,552 | $101,618-59.1% | $93,063-55.4% | $137,256-69.7% |
| Participation rate | 95.5% | 74.9%+20.5pp | 72.1%+23.3pp | 80.0%+15.5pp |
| Annual return | 19.19% | 223.95%-204.8pp | 34.15%-15.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,966 | $2,707+9.6% | $2,476+19.8% | $4,156-28.6% |
| Participant deferral / active EE | $4,807 | $4,279+12.3% | $3,958+21.4% | $6,407-25.0% |
| Admin fee / account holder | $517 | $6,198-91.7% | $6,033-91.4% | $12,270-95.8% |