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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 | $41,863 | $107,368-61.0% | $92,915-54.9% | $152,909-72.6% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 25.11% | 145.64%-120.5pp | 109.45%-84.3pp | 345.46%-320.4pp |
| Employer contribution / active EE | $3,357 | $4,222-20.5% | $3,653-8.1% | $4,764-29.5% |
| Participant deferral / active EE | $7,139 | $4,848+47.3% | $4,238+68.4% | $5,851+22.0% |
| Admin fee / account holder | $983 | $7,082-86.1% | $5,796-83.0% | $11,601-91.5% |