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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 | $41,976 | $118,869-64.7% | $96,575-56.5% | $167,518-74.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 16.80% | 50.49%-33.7pp | 37.79%-21.0pp | 478.71%-461.9pp |
| Employer contribution / active EE | $3,258 | $3,120+4.4% | $2,357+38.2% | $4,838-32.7% |
| Participant deferral / active EE | $11,201 | $4,616+142.6% | $3,849+191.0% | $6,342+76.6% |
| Admin fee / account holder | $872 | $8,067-89.2% | $6,182-85.9% | $12,312-92.9% |