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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 | $44,253 | $116,360-62.0% | $65,566-32.5% | $139,466-68.3% |
| Participation rate | 73.7% | 67.8%+5.9pp | 64.9%+8.8pp | 80.3%-6.6pp |
| Annual return | 23.48% | 31.23%-7.7pp | 47.40%-23.9pp | 373.66%-350.2pp |
| Employer contribution / active EE | $2,508 | $2,600-3.5% | $1,692+48.2% | $4,754-47.2% |
| Participant deferral / active EE | $6,308 | $4,242+48.7% | $2,832+122.7% | $6,712-6.0% |
| Admin fee / account holder | $412 | $6,701-93.9% | $4,114-90.0% | $11,409-96.4% |