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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 | $35,216 | $104,650-66.3% | $83,854-58.0% | $155,188-77.3% |
| Participation rate | 76.9% | 65.1%+11.8pp | 59.1%+17.8pp | 80.8%-3.9pp |
| Annual return | 69.31% | 28.97%+40.3pp | 31.39%+37.9pp | 148.84%-79.5pp |
| Employer contribution / active EE | $1,540 | $1,196+28.7% | $1,017+51.4% | $4,248-63.8% |
| Participant deferral / active EE | $2,011 | $2,367-15.0% | $2,035-1.2% | $6,531-69.2% |
| Admin fee / account holder | $953 | $3,518-72.9% | $3,197-70.2% | $14,480-93.4% |