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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 | $39,963 | $99,652-59.9% | $78,778-49.3% | $147,586-72.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 11.31% | 47.28%-36.0pp | 35.62%-24.3pp | 578.59%-567.3pp |
| Employer contribution / active EE | $3,844 | $2,796+37.5% | $1,986+93.6% | $4,876-21.2% |
| Participant deferral / active EE | $4,171 | $3,664+13.9% | $2,958+41.0% | $5,439-23.3% |
| Admin fee / account holder | $888 | $7,155-87.6% | $5,134-82.7% | $10,886-91.8% |