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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 | $34,748 | $150,435-76.9% | $120,580-71.2% | $145,897-76.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 13.85% | 154.60%-140.8pp | 107.48%-93.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,335 | $4,352-46.4% | $3,469-32.7% | $4,663-49.9% |
| Participant deferral / active EE | $5,426 | $6,174-12.1% | $4,995+8.6% | $6,689-18.9% |
| Admin fee / account holder | $318 | $12,182-97.4% | $9,418-96.6% | $13,390-97.6% |