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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 | $10,628 | $108,882-90.2% | $96,754-89.0% | $154,746-93.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 12.77% | 98.39%-85.6pp | 82.04%-69.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,976 | $3,018-34.5% | $2,679-26.2% | $4,379-54.9% |
| Participant deferral / active EE | $8,619 | $5,323+61.9% | $4,758+81.1% | $6,730+28.1% |
| Admin fee / account holder | $39,095 | $10,200+283.3% | $8,905+339.0% | $14,365+172.2% |