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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 | $36,529 | $81,664-55.3% | $70,476-48.2% | $158,966-77.0% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 15.40% | 208.59%-193.2pp | 109.12%-93.7pp | 302.95%-287.6pp |
| Employer contribution / active EE | $2,267 | $3,219-29.6% | $2,738-17.2% | $4,762-52.4% |
| Participant deferral / active EE | $2,267 | $4,556-50.2% | $3,710-38.9% | $5,983-62.1% |
| Admin fee / account holder | $606 | $6,197-90.2% | $3,847-84.2% | $11,250-94.6% |