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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 | $41,265 | $108,882-62.1% | $96,754-57.4% | $154,746-73.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 12.31% | 98.39%-86.1pp | 82.04%-69.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,775 | $3,018-41.2% | $2,679-33.7% | $4,379-59.5% |
| Participant deferral / active EE | $9,154 | $5,323+72.0% | $4,758+92.4% | $6,730+36.0% |
| Admin fee / account holder | $8,223 | $10,200-19.4% | $8,905-7.7% | $14,365-42.8% |