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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 | $33,967 | $100,203-66.1% | $85,240-60.2% | $145,897-76.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 13.60% | 84.28%-70.7pp | 66.75%-53.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,171 | $3,242-2.2% | $2,735+15.9% | $4,663-32.0% |
| Participant deferral / active EE | $3,524 | $5,299-33.5% | $4,527-22.2% | $6,689-47.3% |
| Admin fee / account holder | $436 | $7,265-94.0% | $6,165-92.9% | $13,390-96.7% |