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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 | $35,592 | $89,367-60.2% | $141,191-74.8% | $72,975-51.2% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 30.43% | 111.87%-81.4pp | 71.41%-41.0pp | 81.01%-50.6pp |
| Employer contribution / active EE | $6,739 | $3,115+116.4% | $4,736+42.3% | $2,440+176.2% |
| Participant deferral / active EE | $6,870 | $5,419+26.8% | $6,710+2.4% | $3,608+90.4% |
| Admin fee / account holder | $367 | $5,957-93.8% | $10,264-96.4% | $5,124-92.8% |