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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 | $29,137 | $115,796-74.8% | $101,264-71.2% | $158,950-81.7% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 19.39% | 56.15%-36.8pp | 46.48%-27.1pp | 302.91%-283.5pp |
| Employer contribution / active EE | $3,286 | $4,175-21.3% | $3,660-10.2% | $4,762-31.0% |
| Participant deferral / active EE | $9,201 | $4,958+85.6% | $4,370+110.5% | $5,983+53.8% |
| Admin fee / account holder | $1,558 | $7,247-78.5% | $5,947-73.8% | $11,248-86.1% |