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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 | $36,004 | $115,810-68.9% | $101,271-64.4% | $158,966-77.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 13.92% | 56.15%-42.2pp | 46.48%-32.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,557 | $4,175-62.7% | $3,660-57.5% | $4,762-67.3% |
| Participant deferral / active EE | $6,143 | $4,958+23.9% | $4,371+40.5% | $5,983+2.7% |
| Admin fee / account holder | $1,155 | $7,248-84.1% | $5,948-80.6% | $11,250-89.7% |