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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 | $37,108 | $98,766-62.4% | $149,730-75.2% | $79,852-53.5% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 43.28% | 27.43%+15.8pp | 276.70%-233.4pp | 31.72%+11.6pp |
| Employer contribution / active EE | $1,887 | $3,217-41.3% | $4,645-59.4% | $2,471-23.6% |
| Participant deferral / active EE | $7,337 | $5,681+29.2% | $6,843+7.2% | $3,740+96.2% |
| Admin fee / account holder | $4,696 | $6,052-22.4% | $9,310-49.6% | $5,306-11.5% |