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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 | $24,860 | $88,672-72.0% | $105,223-76.4% | $82,448-69.8% |
| Participation rate | 76.9% | 67.9%+9.0pp | 75.0%+1.9pp | 68.1%+8.9pp |
| Annual return | 48.88% | 30.86%+18.0pp | 180.65%-131.8pp | 41.64%+7.2pp |
| Employer contribution / active EE | $4,666 | $3,048+53.1% | $3,689+26.5% | $2,551+82.9% |
| Participant deferral / active EE | $4,625 | $4,036+14.6% | $5,072-8.8% | $4,139+11.7% |
| Admin fee / account holder | $475 | $7,146-93.3% | $8,859-94.6% | $7,234-93.4% |