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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 | $36,191 | $102,638-64.7% | $81,982-55.9% | $158,982-77.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.3%+19.6pp | 82.0%+6.9pp |
| Annual return | 8.79% | 61.05%-52.3pp | 41.31%-32.5pp | 302.99%-294.2pp |
| Employer contribution / active EE | $3,899 | $3,241+20.3% | $2,498+56.1% | $4,763-18.1% |
| Participant deferral / active EE | $1,725 | $4,649-62.9% | $3,722-53.7% | $5,983-71.2% |
| Admin fee / account holder | $1,056 | $8,237-87.2% | $5,665-81.4% | $11,252-90.6% |