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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 | $44,742 | $152,612-70.7% | $125,192-64.3% | $152,897-70.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 30.74% | 54.85%-24.1pp | 43.79%-13.1pp | 345.43%-314.7pp |
| Employer contribution / active EE | $7,511 | $4,947+51.8% | $3,866+94.3% | $4,764+57.7% |
| Participant deferral / active EE | $3,997 | $5,868-31.9% | $4,937-19.1% | $5,851-31.7% |
| Admin fee / account holder | $1,533 | $13,437-88.6% | $9,704-84.2% | $11,599-86.8% |