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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 | $48,975 | $100,203-51.1% | $85,240-42.5% | $145,897-66.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.2pp | 80.3%-2.5pp |
| Annual return | 13.25% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,213 | $3,242+30.0% | $2,735+54.0% | $4,663-9.6% |
| Participant deferral / active EE | $11,542 | $5,299+117.8% | $4,527+154.9% | $6,689+72.5% |
| Admin fee / account holder | $594 | $7,265-91.8% | $6,165-90.4% | $13,390-95.6% |