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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 | $40,208 | $226,135-82.2% | $182,558-78.0% | $152,909-73.7% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 15.20% | 192.60%-177.4pp | 148.59%-133.4pp | 345.46%-330.3pp |
| Employer contribution / active EE | $2,670 | $4,979-46.4% | $4,076-34.5% | $4,764-44.0% |
| Participant deferral / active EE | $4,693 | $6,371-26.3% | $5,526-15.1% | $5,851-19.8% |
| Admin fee / account holder | $955 | $10,707-91.1% | $8,594-88.9% | $11,601-91.8% |