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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 | $39,100 | $104,937-62.7% | $84,628-53.8% | $152,897-74.4% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 20.94% | 373.88%-352.9pp | 258.80%-237.9pp | 345.43%-324.5pp |
| Employer contribution / active EE | $2,920 | $3,303-11.6% | $2,653+10.1% | $4,764-38.7% |
| Participant deferral / active EE | $6,164 | $4,690+31.4% | $3,900+58.0% | $5,851+5.3% |
| Admin fee / account holder | $1,641 | $6,243-73.7% | $4,914-66.6% | $11,599-85.9% |