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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 | $38,081 | $112,121-66.0% | $95,960-60.3% | $158,966-76.0% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 15.39% | 171.16%-155.8pp | 91.63%-76.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $3,589 | $3,199+12.2% | $2,541+41.2% | $4,762-24.6% |
| Participant deferral / active EE | $6,737 | $4,784+40.8% | $4,167+61.7% | $5,983+12.6% |
| Admin fee / account holder | $1,953 | $10,135-80.7% | $6,797-71.3% | $11,250-82.6% |