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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 | $41,057 | $152,587-73.1% | $125,175-67.2% | $152,870-73.1% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 15.94% | 54.84%-38.9pp | 43.79%-27.9pp | 345.34%-329.4pp |
| Employer contribution / active EE | $6,587 | $4,946+33.2% | $3,865+70.4% | $4,763+38.3% |
| Participant deferral / active EE | $4,737 | $5,868-19.3% | $4,937-4.0% | $5,850-19.0% |
| Admin fee / account holder | $2,183 | $13,434-83.8% | $9,702-77.5% | $11,597-81.2% |