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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 | $39,586 | $97,289-59.3% | $92,805-57.3% | $155,188-74.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 72.60% | 29.03%+43.6pp | 31.59%+41.0pp | 148.84%-76.2pp |
| Employer contribution / active EE | $7,913 | $3,632+117.9% | $3,424+131.1% | $4,248+86.3% |
| Participant deferral / active EE | $21,656 | $8,795+146.2% | $8,448+156.4% | $6,531+231.6% |
| Admin fee / account holder | $1,790 | $12,015-85.1% | $10,911-83.6% | $14,480-87.6% |