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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 | $39,748 | $65,367-39.2% | $92,915-57.2% | $72,976-45.5% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 118.89% | 42.11%+76.8pp | 109.45%+9.4pp | 81.02%+37.9pp |
| Employer contribution / active EE | $3,254 | $2,594+25.4% | $3,653-10.9% | $2,440+33.3% |
| Participant deferral / active EE | $8,181 | $3,128+161.5% | $4,238+93.0% | $3,608+126.8% |
| Admin fee / account holder | $526 | $4,251-87.6% | $5,796-90.9% | $5,124-89.7% |