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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 | $35,530 | $115,814-69.3% | $101,275-64.9% | $158,982-77.7% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 18.36% | 56.16%-37.8pp | 46.48%-28.1pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,770 | $4,176-33.7% | $3,660-24.3% | $4,763-41.8% |
| Participant deferral / active EE | $4,866 | $4,958-1.9% | $4,371+11.3% | $5,983-18.7% |
| Admin fee / account holder | $530 | $7,249-92.7% | $5,948-91.1% | $11,252-95.3% |