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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 | $58,092 | $100,203-42.0% | $85,240-31.8% | $145,897-60.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.71% | 84.28%-68.6pp | 66.75%-51.0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,928 | $3,242+21.2% | $2,735+43.6% | $4,663-15.8% |
| Participant deferral / active EE | $7,882 | $5,299+48.8% | $4,527+74.1% | $6,689+17.8% |
| Admin fee / account holder | $304 | $7,265-95.8% | $6,165-95.1% | $13,390-97.7% |