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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 | $21,930 | $176,077-87.5% | $159,455-86.2% | $167,518-86.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 21.60% | 331.83%-310.2pp | 263.63%-242.0pp | 478.71%-457.1pp |
| Employer contribution / active EE | $1,903 | $5,298-64.1% | $4,830-60.6% | $4,838-60.7% |
| Participant deferral / active EE | $6,505 | $7,751-16.1% | $7,353-11.5% | $6,342+2.6% |
| Admin fee / account holder | $2,507 | $12,556-80.0% | $10,800-76.8% | $12,312-79.6% |