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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 | $45,485 | $95,415-52.3% | $185,851-75.5% | $85,851-47.0% |
| Participation rate | 82.1% | 68.8%+13.4pp | 81.7%+0.4pp | 69.3%+12.8pp |
| Annual return | 12.42% | 23.59%-11.2pp | 122.11%-109.7pp | 318.63%-306.2pp |
| Employer contribution / active EE | $6,200 | $3,314+87.1% | $5,168+20.0% | $2,565+141.7% |
| Participant deferral / active EE | $3,922 | $3,424+14.6% | $5,569-29.6% | $3,952-0.8% |
| Admin fee / account holder | $348 | $7,215-95.2% | $16,245-97.9% | $6,261-94.4% |