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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 | $35,724 | $115,814-69.2% | $101,275-64.7% | $158,982-77.5% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 22.91% | 56.16%-33.2pp | 46.48%-23.6pp | 302.99%-280.1pp |
| Employer contribution / active EE | $1,569 | $4,176-62.4% | $3,660-57.1% | $4,763-67.1% |
| Participant deferral / active EE | $7,866 | $4,958+58.6% | $4,371+80.0% | $5,983+31.5% |
| Admin fee / account holder | $485 | $7,249-93.3% | $5,948-91.8% | $11,252-95.7% |