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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 | $38,186 | $112,915-66.2% | $90,965-58.0% | $158,950-76.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 21.60% | 215.75%-194.2pp | 134.57%-113.0pp | 302.91%-281.3pp |
| Employer contribution / active EE | $1,584 | $2,894-45.3% | $2,122-25.4% | $4,762-66.7% |
| Participant deferral / active EE | $6,172 | $4,128+49.5% | $3,373+83.0% | $5,983+3.2% |
| Admin fee / account holder | $870 | $8,044-89.2% | $5,960-85.4% | $11,248-92.3% |