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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 | $41,151 | $90,691-54.6% | $76,119-45.9% | $145,884-71.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.81% | 624.52%-613.7pp | 361.25%-350.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,885 | $3,329-43.4% | $2,693-30.0% | $4,662-59.6% |
| Participant deferral / active EE | $9,175 | $5,167+77.6% | $4,259+115.4% | $6,690+37.2% |
| Admin fee / account holder | $685 | $8,383-91.8% | $6,421-89.3% | $13,392-94.9% |