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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 | $37,672 | $95,580-60.6% | $76,872-51.0% | $139,466-73.0% |
| Participation rate | 82.4% | 74.0%+8.4pp | 69.6%+12.8pp | 80.3%+2.0pp |
| Annual return | 20.70% | 55.00%-34.3pp | 37.90%-17.2pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,203 | $3,145-29.9% | $2,533-13.0% | $4,754-53.7% |
| Participant deferral / active EE | $6,851 | $4,623+48.2% | $3,832+78.8% | $6,712+2.1% |
| Admin fee / account holder | $7,956 | $8,302-4.2% | $5,476+45.3% | $11,409-30.3% |