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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 | $36,705 | $115,814-68.3% | $101,275-63.8% | $158,982-76.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 24.79% | 56.16%-31.4pp | 46.48%-21.7pp | 302.99%-278.2pp |
| Employer contribution / active EE | $2,114 | $4,176-49.4% | $3,660-42.2% | $4,763-55.6% |
| Participant deferral / active EE | $4,845 | $4,958-2.3% | $4,371+10.9% | $5,983-19.0% |
| Admin fee / account holder | $472 | $7,249-93.5% | $5,948-92.1% | $11,252-95.8% |