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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 | $33,730 | $47,479-29.0% | $62,929-46.4% | $82,448-59.1% |
| Participation rate | 78.7% | 66.9%+11.8pp | 73.1%+5.6pp | 68.1%+10.6pp |
| Annual return | 15.03% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,776 | $1,885+100.3% | $2,505+50.8% | $2,551+48.0% |
| Participant deferral / active EE | $2,245 | $2,870-21.8% | $3,888-42.3% | $4,139-45.8% |
| Admin fee / account holder | $7,030 | $3,804+84.8% | $5,065+38.8% | $7,234-2.8% |