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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 | $37,064 | $81,696-54.6% | $70,494-47.4% | $158,982-76.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 11.92% | 208.70%-196.8pp | 109.16%-97.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $4,481 | $3,220+39.2% | $2,738+63.6% | $4,763-5.9% |
| Participant deferral / active EE | $8,864 | $4,558+94.5% | $3,711+138.9% | $5,983+48.1% |
| Admin fee / account holder | $1,325 | $6,200-78.6% | $3,848-65.6% | $11,252-88.2% |