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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 | $59,162 | $99,957-40.8% | $149,730-60.5% | $73,493-19.5% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 38.34% | 53.87%-15.5pp | 276.70%-238.4pp | 28.51%+9.8pp |
| Employer contribution / active EE | $3,260 | $3,191+2.2% | $4,645-29.8% | $2,270+43.6% |
| Participant deferral / active EE | $7,070 | $6,073+16.4% | $6,843+3.3% | $3,740+89.0% |
| Admin fee / account holder | $1,755 | $551+218.7% | $9,310-81.2% | $513+242.0% |