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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 | $36,435 | $112,131-67.5% | $95,964-62.0% | $158,982-77.1% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 19.23% | 171.19%-152.0pp | 91.64%-72.4pp | 302.99%-283.8pp |
| Employer contribution / active EE | $4,603 | $3,199+43.9% | $2,541+81.1% | $4,763-3.4% |
| Participant deferral / active EE | $1,540 | $4,784-67.8% | $4,167-63.0% | $5,983-74.3% |
| Admin fee / account holder | $417 | $10,136-95.9% | $6,797-93.9% | $11,252-96.3% |