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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 | $31,769 | $105,200-69.8% | $159,474-80.1% | $85,847-63.0% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.8%+5.4pp | 69.3%+18.9pp |
| Annual return | 18.66% | 45.08%-26.4pp | 263.68%-245.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $2,970 | $3,319-10.5% | $4,831-38.5% | $2,565+15.8% |
| Participant deferral / active EE | $4,583 | $5,946-22.9% | $7,353-37.7% | $3,952+16.0% |
| Admin fee / account holder | $876 | $6,934-87.4% | $10,802-91.9% | $6,261-86.0% |