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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 | $39,628 | $106,923-62.9% | $84,023-52.8% | $152,909-74.1% |
| Participation rate | 95.7% | 75.3%+20.4pp | 69.0%+26.6pp | 82.5%+13.2pp |
| Annual return | 11.47% | 105.02%-93.5pp | 71.32%-59.8pp | 345.46%-334.0pp |
| Employer contribution / active EE | $4,557 | $2,735+66.6% | $1,984+129.7% | $4,764-4.4% |
| Participant deferral / active EE | $2,584 | $4,013-35.6% | $3,239-20.2% | $5,851-55.8% |
| Admin fee / account holder | $1,153 | $8,289-86.1% | $6,102-81.1% | $11,601-90.1% |