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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 | $39,255 | $115,810-66.1% | $101,271-61.2% | $158,966-75.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 28.14% | 56.15%-28.0pp | 46.48%-18.3pp | 302.95%-274.8pp |
| Employer contribution / active EE | $3,274 | $4,175-21.6% | $3,660-10.5% | $4,762-31.2% |
| Participant deferral / active EE | $8,432 | $4,958+70.1% | $4,371+92.9% | $5,983+40.9% |
| Admin fee / account holder | $588 | $7,248-91.9% | $5,948-90.1% | $11,250-94.8% |