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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 | $41,952 | $201,264-79.2% | $184,185-77.2% | $145,978-71.3% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 45.15% | 29.00%+16.1pp | 28.81%+16.3pp | 550.52%-505.4pp |
| Employer contribution / active EE | $3,286 | $7,021-53.2% | $6,426-48.9% | $4,662-29.5% |
| Participant deferral / active EE | $9,127 | $9,806-6.9% | $9,132-0.1% | $6,690+36.4% |
| Admin fee / account holder | $1,994 | $16,376-87.8% | $13,909-85.7% | $13,400-85.1% |