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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 | $30,967 | $106,918-71.0% | $84,021-63.1% | $152,897-79.7% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 21.71% | 105.01%-83.3pp | 71.32%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $3,201 | $2,735+17.0% | $1,984+61.4% | $4,764-32.8% |
| Participant deferral / active EE | $2,787 | $4,012-30.5% | $3,239-13.9% | $5,851-52.4% |
| Admin fee / account holder | $689 | $8,288-91.7% | $6,102-88.7% | $11,599-94.1% |