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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 | $97,125-57.5% | $86,233-52.1% | $137,256-69.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 12.31% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,775 | $2,841-37.5% | $2,504-29.1% | $4,156-57.3% |
| Participant deferral / active EE | $9,154 | $5,180+76.7% | $4,559+100.8% | $6,407+42.9% |
| Admin fee / account holder | $8,223 | $9,725-15.4% | $8,342-1.4% | $12,270-33.0% |