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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 | $37,846 | $99,652-62.0% | $78,778-52.0% | $147,586-74.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 10.54% | 47.28%-36.7pp | 35.62%-25.1pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,226 | $2,796-56.2% | $1,986-38.3% | $4,876-74.9% |
| Participant deferral / active EE | $805 | $3,664-78.0% | $2,958-72.8% | $5,439-85.2% |
| Admin fee / account holder | $1,142 | $7,155-84.0% | $5,134-77.8% | $10,886-89.5% |