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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 | $30,547 | $67,411-54.7% | $91,004-66.4% | $70,126-56.4% |
| Participation rate | 95.3% | 71.4%+23.9pp | 75.6%+19.7pp | 69.5%+25.8pp |
| Annual return | 52.11% | -40.16%+92.3pp | 4.60%+47.5pp | 73.15%-21.0pp |
| Employer contribution / active EE | $1,951 | $1,786+9.3% | $2,456-20.5% | $2,343-16.7% |
| Participant deferral / active EE | $4,545 | $2,823+61.0% | $3,548+28.1% | $3,332+36.4% |
| Admin fee / account holder | $475 | $4,236-88.8% | $5,417-91.2% | $4,645-89.8% |