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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 | $35,839 | $111,785-67.9% | $93,669-61.7% | $145,877-75.4% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 22.36% | 203.79%-181.4pp | 133.59%-111.2pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,703 | $3,096-45.0% | $2,424-29.7% | $4,663-63.5% |
| Participant deferral / active EE | $4,930 | $4,919+0.2% | $4,416+11.6% | $6,691-26.3% |
| Admin fee / account holder | $1,156 | $10,256-88.7% | $8,291-86.1% | $13,402-91.4% |