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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 | $47,058 | $149,446-68.5% | $256,809-81.7% | $94,015-49.9% |
| Participation rate | 87.9% | 85.3%+2.6pp | 88.5%-0.7pp | 70.8%+17.1pp |
| Annual return | 532.60% | 17.55%+515.1pp | 32.73%+499.9pp | 17.84%+514.8pp |
| Employer contribution / active EE | $2,110 | $4,596-54.1% | $7,263-70.9% | $2,790-24.4% |
| Participant deferral / active EE | $5,552 | $6,491-14.5% | $9,520-41.7% | $4,249+30.6% |
| Admin fee / account holder | $602 | $24,035-97.5% | $25,146-97.6% | $8,951-93.3% |