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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 | $33,404 | $115,814-71.2% | $101,275-67.0% | $158,982-79.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 29.20% | 56.16%-27.0pp | 46.48%-17.3pp | 302.99%-273.8pp |
| Employer contribution / active EE | $2,255 | $4,176-46.0% | $3,660-38.4% | $4,763-52.7% |
| Participant deferral / active EE | $8,696 | $4,958+75.4% | $4,371+99.0% | $5,983+45.3% |
| Admin fee / account holder | $427 | $7,249-94.1% | $5,948-92.8% | $11,252-96.2% |