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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 | $12,716 | $102,245-87.6% | $89,340-85.8% | $137,256-90.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 48.95% | 21.89%+27.1pp | 20.57%+28.4pp | 220.34%-171.4pp |
| Employer contribution / active EE | $3,655 | $2,529+44.5% | $2,231+63.8% | $4,156-12.1% |
| Participant deferral / active EE | $6,168 | $4,436+39.0% | $3,823+61.4% | $6,407-3.7% |
| Admin fee / account holder | $2,011 | $8,085-75.1% | $6,704-70.0% | $12,270-83.6% |