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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 | $37,660 | $99,652-62.2% | $78,778-52.2% | $147,586-74.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 20.32% | 47.28%-27.0pp | 35.62%-15.3pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,407 | $2,796-49.7% | $1,986-29.1% | $4,876-71.1% |
| Participant deferral / active EE | $3,808 | $3,664+3.9% | $2,958+28.7% | $5,439-30.0% |
| Admin fee / account holder | $1,353 | $7,155-81.1% | $5,134-73.7% | $10,886-87.6% |