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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 | $36,664 | $99,652-63.2% | $78,778-53.5% | $147,586-75.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 21.03% | 47.28%-26.3pp | 35.62%-14.6pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,139 | $2,796-23.5% | $1,986+7.7% | $4,876-56.1% |
| Participant deferral / active EE | $5,584 | $3,664+52.4% | $2,958+88.8% | $5,439+2.7% |
| Admin fee / account holder | $587 | $7,155-91.8% | $5,134-88.6% | $10,886-94.6% |