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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 | $36,419 | $69,118-47.3% | $53,647-32.1% | $138,895-73.8% |
| Participation rate | 78.6% | 64.0%+14.6pp | 56.3%+22.3pp | 79.9%-1.3pp |
| Annual return | 16.46% | 248.26%-231.8pp | 358.33%-341.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,756 | $1,189+299.9% | $962+394.4% | $4,194+13.4% |
| Participant deferral / active EE | $3,294 | $2,274+44.8% | $1,813+81.7% | $6,396-48.5% |
| Admin fee / account holder | $315 | $2,724-88.4% | $2,460-87.2% | $12,562-97.5% |