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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 | $42,875 | $121,656-64.8% | $104,614-59.0% | $158,950-73.0% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 17.04% | 465.51%-448.5pp | 340.56%-323.5pp | 302.91%-285.9pp |
| Employer contribution / active EE | $2,832 | $3,164-10.5% | $2,681+5.6% | $4,762-40.5% |
| Participant deferral / active EE | $3,608 | $4,177-13.6% | $3,739-3.5% | $5,983-39.7% |
| Admin fee / account holder | $517 | $7,775-93.4% | $6,464-92.0% | $11,248-95.4% |