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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 | $36,462 | $102,638-64.5% | $81,982-55.5% | $158,982-77.1% |
| Participation rate | 89.5% | 75.5%+13.9pp | 69.3%+20.2pp | 82.0%+7.5pp |
| Annual return | 13.90% | 61.05%-47.2pp | 41.31%-27.4pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,851 | $3,241-42.9% | $2,498-25.9% | $4,763-61.1% |
| Participant deferral / active EE | $4,826 | $4,649+3.8% | $3,722+29.7% | $5,983-19.3% |
| Admin fee / account holder | $4,893 | $8,237-40.6% | $5,665-13.6% | $11,252-56.5% |