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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 | $37,909 | $102,385-63.0% | $147,080-74.2% | $80,935-53.2% |
| Participation rate | 73.5% | 75.9%-2.3pp | 82.2%-8.7pp | 67.7%+5.9pp |
| Annual return | 18.75% | 135.09%-116.3pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $2,052 | $3,717-44.8% | $4,933-58.4% | $2,757-25.6% |
| Participant deferral / active EE | $7,129 | $6,651+7.2% | $8,066-11.6% | $4,299+65.8% |
| Admin fee / account holder | $599 | $7,951-92.5% | $12,989-95.4% | $6,924-91.4% |