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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 | $36,447 | $96,136-62.1% | $135,987-73.2% | $80,925-55.0% |
| Participation rate | 75.0% | 71.2%+3.8pp | 76.4%-1.4pp | 67.7%+7.3pp |
| Annual return | 39.22% | 28.70%+10.5pp | 580.01%-540.8pp | 35.65%+3.6pp |
| Employer contribution / active EE | $2,444 | $3,350-27.0% | $4,214-42.0% | $2,756-11.3% |
| Participant deferral / active EE | $4,846 | $5,706-15.1% | $7,027-31.0% | $4,299+12.7% |
| Admin fee / account holder | $1,107 | $8,236-86.6% | $6,716-83.5% | $6,940-84.1% |