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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 | $111,878-65.2% | $93,727-58.5% | $145,897-73.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.81% | 204.28%-192.5pp | 133.83%-122.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,097 | $3,092-32.2% | $2,421-13.4% | $4,663-55.0% |
| Participant deferral / active EE | $6,227 | $4,920+26.6% | $4,417+41.0% | $6,689-6.9% |
| Admin fee / account holder | $1,612 | $10,256-84.3% | $8,292-80.6% | $13,390-88.0% |