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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 | $49,609 | $101,063-50.9% | $81,473-39.1% | $147,586-66.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 21.64% | 32.41%-10.8pp | 38.78%-17.1pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,949 | $3,206-39.2% | $2,568-24.1% | $4,876-60.0% |
| Participant deferral / active EE | $9,643 | $4,242+127.3% | $3,537+172.6% | $5,439+77.3% |
| Admin fee / account holder | $506 | $5,812-91.3% | $4,561-88.9% | $10,886-95.3% |