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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 | $41,593 | $100,073-58.4% | $85,126-51.1% | $145,877-71.5% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.1pp | 80.3%+6.4pp |
| Annual return | 15.69% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,363 | $3,236-27.0% | $2,731-13.5% | $4,663-49.3% |
| Participant deferral / active EE | $3,095 | $5,294-41.5% | $4,523-31.6% | $6,691-53.7% |
| Admin fee / account holder | $347 | $7,261-95.2% | $6,160-94.4% | $13,402-97.4% |