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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 | $41,618 | $106,918-61.1% | $84,021-50.5% | $152,897-72.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 17.84% | 105.01%-87.2pp | 71.32%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,116 | $2,735-59.2% | $1,984-43.7% | $4,764-76.6% |
| Participant deferral / active EE | $8,569 | $4,012+113.6% | $3,239+164.6% | $5,851+46.5% |
| Admin fee / account holder | $538 | $8,288-93.5% | $6,102-91.2% | $11,599-95.4% |