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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 | $34,150 | $102,638-66.7% | $81,982-58.3% | $158,982-78.5% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.3%+3.5pp | 82.0%-9.2pp |
| Annual return | 14.84% | 61.05%-46.2pp | 41.31%-26.5pp | 302.99%-288.1pp |
| Employer contribution / active EE | $6,666 | $3,241+105.7% | $2,498+166.8% | $4,763+39.9% |
| Participant deferral / active EE | $7,087 | $4,649+52.4% | $3,722+90.4% | $5,983+18.4% |
| Admin fee / account holder | $370 | $8,237-95.5% | $5,665-93.5% | $11,252-96.7% |