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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 | $36,600 | $105,200-65.2% | $159,474-77.0% | $85,847-57.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 19.97% | 45.08%-25.1pp | 263.68%-243.7pp | 318.61%-298.6pp |
| Employer contribution / active EE | $3,102 | $3,319-6.5% | $4,831-35.8% | $2,565+20.9% |
| Participant deferral / active EE | $6,638 | $5,946+11.6% | $7,353-9.7% | $3,952+68.0% |
| Admin fee / account holder | $1,440 | $6,934-79.2% | $10,802-86.7% | $6,261-77.0% |