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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 | $36,272 | $88,672-59.1% | $105,223-65.5% | $82,448-56.0% |
| Participation rate | 70.6% | 67.9%+2.7pp | 75.0%-4.5pp | 68.1%+2.5pp |
| Annual return | 22.67% | 30.86%-8.2pp | 180.65%-158.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $7,640 | $3,048+150.7% | $3,689+107.1% | $2,551+199.5% |
| Participant deferral / active EE | $3,344 | $4,036-17.1% | $5,072-34.1% | $4,139-19.2% |
| Admin fee / account holder | $6,382 | $7,146-10.7% | $8,859-28.0% | $7,234-11.8% |