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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 | $108,897-59.2% | $100,378-55.7% | $145,877-69.5% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 19.31% | 58.17%-38.9pp | 49.41%-30.1pp | 551.28%-532.0pp |
| Employer contribution / active EE | $4,385 | $4,420-0.8% | $3,942+11.2% | $4,663-6.0% |
| Participant deferral / active EE | $6,335 | $8,455-25.1% | $8,087-21.7% | $6,691-5.3% |
| Admin fee / account holder | $354 | $9,690-96.3% | $7,899-95.5% | $13,402-97.4% |