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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 | $38,029 | $112,131-66.1% | $95,964-60.4% | $158,982-76.1% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 13.86% | 171.19%-157.3pp | 91.64%-77.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,998 | $3,199-37.5% | $2,541-21.4% | $4,763-58.0% |
| Participant deferral / active EE | $5,109 | $4,784+6.8% | $4,167+22.6% | $5,983-14.6% |
| Admin fee / account holder | $374 | $10,136-96.3% | $6,797-94.5% | $11,252-96.7% |