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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 | $39,581 | $65,575-39.6% | $86,209-54.1% | $75,181-47.4% |
| Participation rate | 74.4% | 60.5%+13.9pp | 69.0%+5.5pp | 67.2%+7.2pp |
| Annual return | 20.93% | 46.07%-25.1pp | 1169.05%-1148.1pp | 160.69%-139.8pp |
| Employer contribution / active EE | $1,915 | $1,553+23.3% | $2,381-19.6% | $2,671-28.3% |
| Participant deferral / active EE | $7,085 | $3,023+134.3% | $3,986+77.7% | $4,126+71.7% |
| Admin fee / account holder | $6,029 | $5,470+10.2% | $6,853-12.0% | $5,650+6.7% |