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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 | $22,835 | $69,248-67.0% | $64,101-64.4% | $139,466-83.6% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 73.61% | 45.95%+27.7pp | 33.72%+39.9pp | 373.66%-300.1pp |
| Employer contribution / active EE | $4,376 | $3,185+37.4% | $2,749+59.2% | $4,754-7.9% |
| Participant deferral / active EE | $4,525 | $4,682-3.4% | $3,881+16.6% | $6,712-32.6% |
| Admin fee / account holder | $336 | $4,247-92.1% | $3,070-89.1% | $11,409-97.1% |