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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 | $38,894 | $111,785-65.2% | $93,669-58.5% | $145,877-73.3% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.81% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,097 | $3,096-32.3% | $2,424-13.5% | $4,663-55.0% |
| Participant deferral / active EE | $6,227 | $4,919+26.6% | $4,416+41.0% | $6,691-6.9% |
| Admin fee / account holder | $1,612 | $10,256-84.3% | $8,291-80.6% | $13,402-88.0% |