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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 | $95,640-60.6% | $76,891-51.0% | $139,500-73.0% |
| Participation rate | 82.4% | 74.0%+8.3pp | 69.6%+12.7pp | 80.3%+2.0pp |
| Annual return | 20.70% | 55.03%-34.3pp | 37.91%-17.2pp | 373.99%-353.3pp |
| Employer contribution / active EE | $2,203 | $3,146-30.0% | $2,534-13.0% | $4,755-53.7% |
| Participant deferral / active EE | $6,851 | $4,625+48.1% | $3,833+78.8% | $6,713+2.1% |
| Admin fee / account holder | $7,956 | $8,329-4.5% | $5,488+45.0% | $11,410-30.3% |