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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 | $36,111 | $105,200-65.7% | $159,474-77.4% | $85,847-57.9% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 31.57% | 45.08%-13.5pp | 263.68%-232.1pp | 318.61%-287.0pp |
| Employer contribution / active EE | $1,579 | $3,319-52.4% | $4,831-67.3% | $2,565-38.5% |
| Participant deferral / active EE | $7,976 | $5,946+34.1% | $7,353+8.5% | $3,952+101.8% |
| Admin fee / account holder | $2,484 | $6,934-64.2% | $10,802-77.0% | $6,261-60.3% |