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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 | $99,995-66.0% | $85,063-60.1% | $145,978-76.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 13.60% | 83.99%-70.4pp | 66.54%-52.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,171 | $3,231-1.9% | $2,727+16.3% | $4,662-32.0% |
| Participant deferral / active EE | $3,524 | $5,295-33.4% | $4,523-22.1% | $6,690-47.3% |
| Admin fee / account holder | $436 | $7,255-94.0% | $6,155-92.9% | $13,400-96.7% |