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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 | $107,666-63.2% | $102,184-61.3% | $154,746-74.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 72.60% | 29.33%+43.3pp | 31.58%+41.0pp | 172.34%-99.7pp |
| Employer contribution / active EE | $7,913 | $3,846+105.7% | $3,594+120.2% | $4,379+80.7% |
| Participant deferral / active EE | $21,656 | $8,719+148.4% | $8,309+160.6% | $6,730+221.8% |
| Admin fee / account holder | $1,790 | $12,943-86.2% | $11,609-84.6% | $14,365-87.5% |