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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 | $38,143 | $106,918-64.3% | $84,021-54.6% | $152,897-75.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 25.40% | 105.01%-79.6pp | 71.32%-45.9pp | 345.43%-320.0pp |
| Employer contribution / active EE | $7,990 | $2,735+192.1% | $1,984+302.7% | $4,764+67.7% |
| Participant deferral / active EE | $8,883 | $4,012+121.4% | $3,239+174.2% | $5,851+51.8% |
| Admin fee / account holder | $311 | $8,288-96.2% | $6,102-94.9% | $11,599-97.3% |