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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 | $46,781 | $100,139-53.3% | $85,187-45.1% | $145,884-67.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.74% | 84.15%-72.4pp | 66.67%-54.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $7,621 | $3,238+135.4% | $2,732+178.9% | $4,662+63.5% |
| Participant deferral / active EE | $4,870 | $5,296-8.0% | $4,525+7.6% | $6,690-27.2% |
| Admin fee / account holder | $614 | $7,262-91.5% | $6,162-90.0% | $13,392-95.4% |