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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 | $56,247 | $105,200-46.5% | $159,474-64.7% | $85,847-34.5% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 30.42% | 45.08%-14.7pp | 263.68%-233.3pp | 318.61%-288.2pp |
| Employer contribution / active EE | $1,250 | $3,319-62.3% | $4,831-74.1% | $2,565-51.3% |
| Participant deferral / active EE | $6,523 | $5,946+9.7% | $7,353-11.3% | $3,952+65.0% |
| Admin fee / account holder | $670 | $6,934-90.3% | $10,802-93.8% | $6,261-89.3% |