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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 | $14,429 | $95,188-84.8% | $76,518-81.1% | $135,379-89.3% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | 38.12% | 4.85%+33.3pp | -0.27%+38.4pp | 519.79%-481.7pp |
| Employer contribution / active EE | $8,659 | $3,303+162.2% | $2,647+227.1% | $4,779+81.2% |
| Participant deferral / active EE | $2,369 | $4,640-48.9% | $3,836-38.2% | $5,609-57.8% |
| Admin fee / account holder | $3,425 | $6,249-45.2% | $4,849-29.4% | $10,828-68.4% |