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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 | $21,999 | $56,277-60.9% | $80,976-72.8% | $62,891-65.0% |
| Participation rate | 75.0% | 69.0%+6.0pp | 75.8%-0.8pp | 69.3%+5.7pp |
| Annual return | 59.70% | 22.12%+37.6pp | 17.10%+42.6pp | 20.14%+39.6pp |
| Employer contribution / active EE | $2,949 | $1,943+51.8% | $3,714-20.6% | $2,281+29.3% |
| Participant deferral / active EE | $5,863 | $4,195+39.8% | $5,696+2.9% | $3,203+83.1% |
| Admin fee / account holder | $441 | $3,741-88.2% | $5,516-92.0% | $4,296-89.7% |