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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 | $35,353 | $103,038-65.7% | $90,324-60.9% | $152,909-76.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 18.42% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.0pp |
| Employer contribution / active EE | $761 | $3,141-75.8% | $2,856-73.3% | $4,764-84.0% |
| Participant deferral / active EE | $5,575 | $4,282+30.2% | $3,885+43.5% | $5,851-4.7% |
| Admin fee / account holder | $14,783 | $6,177+139.3% | $5,356+176.0% | $11,601+27.4% |