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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 | $16,546 | $70,684-76.6% | $169,397-90.2% | $75,177-78.0% |
| Participation rate | 75.8% | 64.8%+11.0pp | 77.2%-1.4pp | 67.2%+8.6pp |
| Annual return | 39.47% | 36.38%+3.1pp | 406.23%-366.8pp | 160.75%-121.3pp |
| Employer contribution / active EE | $3,044 | $2,211+37.7% | $4,013-24.2% | $2,671+14.0% |
| Participant deferral / active EE | $5,373 | $4,310+24.7% | $6,223-13.7% | $4,126+30.2% |
| Admin fee / account holder | $328 | $5,404-93.9% | $9,017-96.4% | $5,651-94.2% |