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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 | $56,863 | $76,551-25.7% | $123,894-54.1% | $62,881-9.6% |
| Participation rate | 90.3% | 73.0%+17.3pp | 81.4%+8.9pp | 69.3%+21.0pp |
| Annual return | 107.59% | 18.68%+88.9pp | 47.52%+60.1pp | 20.14%+87.4pp |
| Employer contribution / active EE | $4,712 | $2,882+63.5% | $4,617+2.1% | $2,281+106.6% |
| Participant deferral / active EE | $8,461 | $4,840+74.8% | $5,984+41.4% | $3,203+164.2% |
| Admin fee / account holder | $410 | $4,826-91.5% | $8,357-95.1% | $4,296-90.4% |