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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 | $38,594 | $115,810-66.7% | $101,271-61.9% | $158,966-75.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 20.21% | 56.15%-35.9pp | 46.48%-26.3pp | 302.95%-282.7pp |
| Employer contribution / active EE | $3,128 | $4,175-25.1% | $3,660-14.5% | $4,762-34.3% |
| Participant deferral / active EE | $9,180 | $4,958+85.1% | $4,371+110.0% | $5,983+53.4% |
| Admin fee / account holder | $704 | $7,248-90.3% | $5,948-88.2% | $11,250-93.7% |