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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 | $36,720 | $112,935-67.5% | $90,970-59.6% | $158,966-76.9% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 18.13% | 215.79%-197.7pp | 134.58%-116.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,061 | $2,895-63.3% | $2,122-50.0% | $4,762-77.7% |
| Participant deferral / active EE | $6,821 | $4,129+65.2% | $3,373+102.2% | $5,983+14.0% |
| Admin fee / account holder | $859 | $8,045-89.3% | $5,960-85.6% | $11,250-92.4% |