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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 | $35,274 | $102,638-65.6% | $81,982-57.0% | $158,982-77.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.3%+18.2pp | 82.0%+5.5pp |
| Annual return | 10.01% | 61.05%-51.0pp | 41.31%-31.3pp | 302.99%-293.0pp |
| Employer contribution / active EE | $2,357 | $3,241-27.3% | $2,498-5.7% | $4,763-50.5% |
| Participant deferral / active EE | $6,193 | $4,649+33.2% | $3,722+66.4% | $5,983+3.5% |
| Admin fee / account holder | $1,147 | $8,237-86.1% | $5,665-79.7% | $11,252-89.8% |