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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 | $41,545 | $112,131-62.9% | $95,964-56.7% | $158,982-73.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 19.03% | 171.19%-152.2pp | 91.64%-72.6pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,425 | $3,199-55.4% | $2,541-43.9% | $4,763-70.1% |
| Participant deferral / active EE | $3,635 | $4,784-24.0% | $4,167-12.8% | $5,983-39.2% |
| Admin fee / account holder | $737 | $10,136-92.7% | $6,797-89.2% | $11,252-93.4% |