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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 | $31,591 | $100,073-68.4% | $85,126-62.9% | $145,877-78.3% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 14.41% | 84.11%-69.7pp | 66.63%-52.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,900 | $3,236-10.4% | $2,731+6.2% | $4,663-37.8% |
| Participant deferral / active EE | $6,989 | $5,294+32.0% | $4,523+54.5% | $6,691+4.5% |
| Admin fee / account holder | $1,086 | $7,261-85.0% | $6,160-82.4% | $13,402-91.9% |