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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 | $30,883 | $112,933-72.7% | $90,970-66.1% | $158,982-80.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 15.94% | 215.82%-199.9pp | 134.60%-118.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $3,004 | $2,893+3.8% | $2,122+41.6% | $4,763-36.9% |
| Participant deferral / active EE | $6,640 | $4,128+60.9% | $3,373+96.9% | $5,983+11.0% |
| Admin fee / account holder | $1,081 | $8,047-86.6% | $5,961-81.9% | $11,252-90.4% |