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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 | $38,694 | $118,869-67.4% | $96,575-59.9% | $167,518-76.9% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 18.11% | 50.49%-32.4pp | 37.79%-19.7pp | 478.71%-460.6pp |
| Employer contribution / active EE | $1,295 | $3,120-58.5% | $2,357-45.1% | $4,838-73.2% |
| Participant deferral / active EE | $4,956 | $4,616+7.4% | $3,849+28.8% | $6,342-21.9% |
| Admin fee / account holder | $2,219 | $8,067-72.5% | $6,182-64.1% | $12,312-82.0% |