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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 | $31,474 | $98,766-68.1% | $149,730-79.0% | $79,852-60.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 77.99% | 27.43%+50.6pp | 276.70%-198.7pp | 31.72%+46.3pp |
| Employer contribution / active EE | $3,285 | $3,217+2.1% | $4,645-29.3% | $2,471+33.0% |
| Participant deferral / active EE | $6,479 | $5,681+14.1% | $6,843-5.3% | $3,740+73.2% |
| Admin fee / account holder | $686 | $6,052-88.7% | $9,310-92.6% | $5,306-87.1% |