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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 | $58,750 | $99,995-41.2% | $85,063-30.9% | $145,978-59.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 11.91% | 83.99%-72.1pp | 66.54%-54.6pp | 550.52%-538.6pp |
| Employer contribution / active EE | $3,407 | $3,231+5.5% | $2,727+24.9% | $4,662-26.9% |
| Participant deferral / active EE | $7,230 | $5,295+36.5% | $4,523+59.9% | $6,690+8.1% |
| Admin fee / account holder | $707 | $7,255-90.3% | $6,155-88.5% | $13,400-94.7% |