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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 | $37,808 | $106,918-64.6% | $84,021-55.0% | $152,897-75.3% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.5%-1.2pp |
| Annual return | 22.86% | 105.01%-82.1pp | 71.32%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,315 | $2,735-51.9% | $1,984-33.7% | $4,764-72.4% |
| Participant deferral / active EE | $3,849 | $4,012-4.1% | $3,239+18.8% | $5,851-34.2% |
| Admin fee / account holder | $432 | $8,288-94.8% | $6,102-92.9% | $11,599-96.3% |