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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 | $42,964 | $115,814-62.9% | $101,275-57.6% | $158,982-73.0% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 21.27% | 56.16%-34.9pp | 46.48%-25.2pp | 302.99%-281.7pp |
| Employer contribution / active EE | $3,689 | $4,176-11.7% | $3,660+0.8% | $4,763-22.5% |
| Participant deferral / active EE | $6,930 | $4,958+39.8% | $4,371+58.5% | $5,983+15.8% |
| Admin fee / account holder | $487 | $7,249-93.3% | $5,948-91.8% | $11,252-95.7% |