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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 | $31,585 | $99,921-68.4% | $85,009-62.8% | $145,959-78.4% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 15.97% | 83.89%-67.9pp | 66.47%-50.5pp | 561.95%-546.0pp |
| Employer contribution / active EE | $3,251 | $3,233+0.6% | $2,728+19.2% | $4,661-30.2% |
| Participant deferral / active EE | $6,271 | $5,293+18.5% | $4,522+38.7% | $6,689-6.2% |
| Admin fee / account holder | $1,094 | $7,252-84.9% | $6,153-82.2% | $13,398-91.8% |