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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 | $29,229 | $61,125-52.2% | $94,057-68.9% | $87,485-66.6% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.3%+15.5pp | 68.9%+20.0pp |
| Annual return | 42.76% | 35.20%+7.6pp | 480.62%-437.9pp | 26.06%+16.7pp |
| Employer contribution / active EE | $2,087 | $2,136-2.3% | $2,933-28.8% | $2,596-19.6% |
| Participant deferral / active EE | $4,738 | $3,260+45.3% | $4,709+0.6% | $4,274+10.9% |
| Admin fee / account holder | $462 | $5,629-91.8% | $7,244-93.6% | $7,775-94.1% |