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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 | $40,755 | $63,346-35.7% | $92,239-55.8% | $70,124-41.9% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 17.95% | 530.19%-512.2pp | 176.29%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,779 | $2,471+12.4% | $3,680-24.5% | $2,342+18.6% |
| Participant deferral / active EE | $4,861 | $2,854+70.3% | $3,897+24.7% | $3,332+45.9% |
| Admin fee / account holder | $460 | $3,841-88.0% | $5,194-91.1% | $4,645-90.1% |