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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 | $34,400 | $63,346-45.7% | $92,240-62.7% | $70,126-50.9% |
| Participation rate | 74.5% | 68.7%+5.8pp | 76.5%-2.0pp | 69.5%+4.9pp |
| Annual return | 17.83% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,618 | $2,471+5.9% | $3,680-28.9% | $2,343+11.8% |
| Participant deferral / active EE | $6,025 | $2,854+111.1% | $3,897+54.6% | $3,332+80.8% |
| Admin fee / account holder | $3,092 | $3,841-19.5% | $5,194-40.5% | $4,645-33.4% |