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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 | $45,574 | $86,940-47.6% | $102,434-55.5% | $80,935-43.7% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 91.80% | 18.89%+72.9pp | 29.46%+62.3pp | 35.66%+56.1pp |
| Employer contribution / active EE | $1,347 | $2,370-43.2% | $3,023-55.4% | $2,757-51.1% |
| Participant deferral / active EE | $6,737 | $4,121+63.5% | $5,055+33.3% | $4,299+56.7% |
| Admin fee / account holder | $674 | $8,047-91.6% | $9,462-92.9% | $6,924-90.3% |