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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 | $39,679 | $105,200-62.3% | $159,474-75.1% | $85,847-53.8% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.8%+0.1pp | 69.3%+13.6pp |
| Annual return | 26.21% | 45.08%-18.9pp | 263.68%-237.5pp | 318.61%-292.4pp |
| Employer contribution / active EE | $2,710 | $3,319-18.3% | $4,831-43.9% | $2,565+5.6% |
| Participant deferral / active EE | $9,983 | $5,946+67.9% | $7,353+35.8% | $3,952+152.6% |
| Admin fee / account holder | $1,794 | $6,934-74.1% | $10,802-83.4% | $6,261-71.4% |