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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 | $33,042 | $112,121-70.5% | $95,960-65.6% | $158,966-79.2% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 58.80% | 171.16%-112.4pp | 91.63%-32.8pp | 302.95%-244.2pp |
| Employer contribution / active EE | $9,949 | $3,199+211.0% | $2,541+291.5% | $4,762+108.9% |
| Participant deferral / active EE | $12,006 | $4,784+150.9% | $4,167+188.1% | $5,983+100.7% |
| Admin fee / account holder | $505 | $10,135-95.0% | $6,797-92.6% | $11,250-95.5% |