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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 | $38,603 | $109,344-64.7% | $89,400-56.8% | $158,950-75.7% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 17.20% | 345.73%-328.5pp | 245.64%-228.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $1,860 | $3,170-41.3% | $2,586-28.1% | $4,762-60.9% |
| Participant deferral / active EE | $7,433 | $4,599+61.6% | $3,890+91.1% | $5,983+24.2% |
| Admin fee / account holder | $482 | $6,154-92.2% | $4,882-90.1% | $11,248-95.7% |