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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 | $56,246 | $103,038-45.4% | $90,324-37.7% | $152,909-63.2% |
| Participation rate | 76.9% | 75.9%+1.0pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 28.79% | 95.25%-66.5pp | 78.15%-49.4pp | 345.46%-316.7pp |
| Employer contribution / active EE | $4,377 | $3,141+39.4% | $2,856+53.3% | $4,764-8.1% |
| Participant deferral / active EE | $7,772 | $4,282+81.5% | $3,885+100.0% | $5,851+32.8% |
| Admin fee / account holder | $323 | $6,177-94.8% | $5,356-94.0% | $11,601-97.2% |