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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 | $39,575 | $81,696-51.6% | $70,494-43.9% | $158,982-75.1% |
| Participation rate | 84.2% | 77.7%+6.5pp | 75.1%+9.2pp | 82.0%+2.2pp |
| Annual return | 14.81% | 208.70%-193.9pp | 109.16%-94.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $2,466 | $3,220-23.4% | $2,738-9.9% | $4,763-48.2% |
| Participant deferral / active EE | $8,338 | $4,558+82.9% | $3,711+124.7% | $5,983+39.4% |
| Admin fee / account holder | $5,316 | $6,200-14.3% | $3,848+38.2% | $11,252-52.8% |