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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 | $44,476 | $108,942-59.2% | $100,415-55.7% | $145,897-69.5% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 19.31% | 58.27%-39.0pp | 49.47%-30.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $4,385 | $4,422-0.8% | $3,943+11.2% | $4,663-6.0% |
| Participant deferral / active EE | $6,335 | $8,461-25.1% | $8,091-21.7% | $6,689-5.3% |
| Admin fee / account holder | $354 | $9,702-96.3% | $7,906-95.5% | $13,390-97.4% |