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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 | $100,073-42.0% | $85,126-31.8% | $145,877-60.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.71% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,928 | $3,236+21.4% | $2,731+43.8% | $4,663-15.8% |
| Participant deferral / active EE | $7,882 | $5,294+48.9% | $4,523+74.2% | $6,691+17.8% |
| Admin fee / account holder | $304 | $7,261-95.8% | $6,160-95.1% | $13,402-97.7% |