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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 | $35,203 | $112,933-68.8% | $90,970-61.3% | $158,982-77.9% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 19.04% | 215.82%-196.8pp | 134.60%-115.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,630 | $2,893-43.7% | $2,122-23.2% | $4,763-65.8% |
| Participant deferral / active EE | $7,126 | $4,128+72.6% | $3,373+111.3% | $5,983+19.1% |
| Admin fee / account holder | $799 | $8,047-90.1% | $5,961-86.6% | $11,252-92.9% |