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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 | $38,414 | $149,040-74.2% | $120,225-68.0% | $137,256-72.0% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 23.79% | 605.68%-581.9pp | 439.23%-415.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,317 | $4,350-69.7% | $3,475-62.1% | $4,156-68.3% |
| Participant deferral / active EE | $6,681 | $4,655+43.5% | $3,999+67.1% | $6,407+4.3% |
| Admin fee / account holder | $635 | $6,348-90.0% | $5,696-88.9% | $12,270-94.8% |