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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 | $31,815 | $112,121-71.6% | $95,960-66.8% | $158,966-80.0% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 17.84% | 171.16%-153.3pp | 91.63%-73.8pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,786 | $3,199-44.2% | $2,541-29.7% | $4,762-62.5% |
| Participant deferral / active EE | $2,687 | $4,784-43.8% | $4,167-35.5% | $5,983-55.1% |
| Admin fee / account holder | $443 | $10,135-95.6% | $6,797-93.5% | $11,250-96.1% |