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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 | $43,330 | $107,363-59.6% | $92,909-53.4% | $152,897-71.7% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 16.14% | 145.63%-129.5pp | 109.44%-93.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $6,650 | $4,222+57.5% | $3,653+82.0% | $4,764+39.6% |
| Participant deferral / active EE | $4,589 | $4,848-5.3% | $4,238+8.3% | $5,851-21.6% |
| Admin fee / account holder | $467 | $7,082-93.4% | $5,795-91.9% | $11,599-96.0% |