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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 | $39,747 | $103,000-61.4% | $90,300-56.0% | $152,885-74.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 22.54% | 95.19%-72.7pp | 78.11%-55.6pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,701 | $3,138-13.9% | $2,854-5.4% | $4,763-43.3% |
| Participant deferral / active EE | $5,726 | $4,281+33.8% | $3,884+47.4% | $5,851-2.1% |
| Admin fee / account holder | $20,988 | $6,173+240.0% | $5,353+292.1% | $11,598+81.0% |