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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 | $49,907 | $109,359-54.4% | $162,185-69.2% | $72,976-31.6% |
| Participation rate | 93.2% | 84.3%+8.9pp | 87.6%+5.6pp | 69.5%+23.7pp |
| Annual return | 56.55% | 25.46%+31.1pp | 115.61%-59.1pp | 81.02%-24.5pp |
| Employer contribution / active EE | $2,215 | $3,907-43.3% | $5,613-60.5% | $2,440-9.2% |
| Participant deferral / active EE | $3,052 | $5,481-44.3% | $7,297-58.2% | $3,608-15.4% |
| Admin fee / account holder | $415 | $7,972-94.8% | $10,844-96.2% | $5,124-91.9% |