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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 | $54,740 | $85,766-36.2% | $136,298-59.8% | $70,126-21.9% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 76.38% | 31.46%+44.9pp | 5156.27%-5079.9pp | 73.15%+3.2pp |
| Employer contribution / active EE | $3,243 | $2,966+9.3% | $4,696-30.9% | $2,343+38.4% |
| Participant deferral / active EE | $7,477 | $5,051+48.0% | $6,247+19.7% | $3,332+124.4% |
| Admin fee / account holder | $628 | $5,421-88.4% | $9,244-93.2% | $4,645-86.5% |