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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 | $46,767 | $103,000-54.6% | $90,300-48.2% | $152,885-69.4% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 23.13% | 95.19%-72.1pp | 78.11%-55.0pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,445 | $3,138-22.1% | $2,854-14.3% | $4,763-48.7% |
| Participant deferral / active EE | $3,971 | $4,281-7.2% | $3,884+2.2% | $5,851-32.1% |
| Admin fee / account holder | $319 | $6,173-94.8% | $5,353-94.0% | $11,598-97.3% |