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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 | $37,549 | $106,918-64.9% | $84,021-55.3% | $152,897-75.4% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.5%-3.9pp |
| Annual return | 19.08% | 105.01%-85.9pp | 71.32%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $2,507 | $2,735-8.3% | $1,984+26.4% | $4,764-47.4% |
| Participant deferral / active EE | $7,561 | $4,012+88.4% | $3,239+133.4% | $5,851+29.2% |
| Admin fee / account holder | $538 | $8,288-93.5% | $6,102-91.2% | $11,599-95.4% |