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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 | $39,237 | $108,882-64.0% | $96,754-59.4% | $154,746-74.6% |
| Participation rate | 76.9% | 75.1%+1.8pp | 70.3%+6.6pp | 80.7%-3.8pp |
| Annual return | 28.84% | 98.39%-69.6pp | 82.04%-53.2pp | 172.34%-143.5pp |
| Employer contribution / active EE | $2,884 | $3,018-4.4% | $2,679+7.7% | $4,379-34.1% |
| Participant deferral / active EE | $8,041 | $5,323+51.1% | $4,758+69.0% | $6,730+19.5% |
| Admin fee / account holder | $876 | $10,200-91.4% | $8,905-90.2% | $14,365-93.9% |