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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 | $36,447 | $96,137-62.1% | $136,007-73.2% | $80,874-54.9% |
| Participation rate | 75.0% | 71.2%+3.8pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 39.22% | 28.70%+10.5pp | 579.32%-540.1pp | 35.62%+3.6pp |
| Employer contribution / active EE | $2,444 | $3,350-27.0% | $4,215-42.0% | $2,756-11.3% |
| Participant deferral / active EE | $4,846 | $5,706-15.1% | $7,024-31.0% | $4,297+12.8% |
| Admin fee / account holder | $1,107 | $8,236-86.6% | $6,858-83.9% | $6,935-84.0% |