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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 | $51,722 | $77,449-33.2% | $69,483-25.6% | $152,909-66.2% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 40.74% | 39.09%+1.6pp | 28.99%+11.8pp | 345.46%-304.7pp |
| Employer contribution / active EE | $3,289 | $3,316-0.8% | $2,780+18.3% | $4,764-31.0% |
| Participant deferral / active EE | $6,047 | $4,415+37.0% | $3,537+71.0% | $5,851+3.3% |
| Admin fee / account holder | $512 | $6,210-91.7% | $3,841-86.7% | $11,601-95.6% |