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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 | $39,177 | $103,038-62.0% | $90,324-56.6% | $152,909-74.4% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.5%-1.2pp |
| Annual return | 18.83% | 95.25%-76.4pp | 78.15%-59.3pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,367 | $3,141-56.5% | $2,856-52.1% | $4,764-71.3% |
| Participant deferral / active EE | $1,877 | $4,282-56.2% | $3,885-51.7% | $5,851-67.9% |
| Admin fee / account holder | $3,389 | $6,177-45.1% | $5,356-36.7% | $11,601-70.8% |