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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 | $24,156 | $56,287-57.1% | $80,977-70.2% | $62,881-61.6% |
| Participation rate | 72.4% | 68.9%+3.5pp | 75.8%-3.4pp | 69.3%+3.1pp |
| Annual return | 56.17% | 22.13%+34.0pp | 17.11%+39.1pp | 20.14%+36.0pp |
| Employer contribution / active EE | $4,480 | $1,943+130.6% | $3,715+20.6% | $2,281+96.4% |
| Participant deferral / active EE | $8,303 | $4,196+97.9% | $5,696+45.8% | $3,203+159.2% |
| Admin fee / account holder | $450 | $3,742-88.0% | $5,517-91.8% | $4,296-89.5% |