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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 | $44,309 | $102,638-56.8% | $81,991-46.0% | $158,966-72.1% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.3%+7.7pp | 82.0%-5.0pp |
| Annual return | 7.86% | 61.05%-53.2pp | 41.31%-33.5pp | 302.95%-295.1pp |
| Employer contribution / active EE | $970 | $3,241-70.1% | $2,498-61.2% | $4,762-79.6% |
| Participant deferral / active EE | $1,217 | $4,649-73.8% | $3,722-67.3% | $5,983-79.7% |
| Admin fee / account holder | $16,199 | $8,237+96.7% | $5,665+186.0% | $11,250+44.0% |