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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 | $27,023 | $232,540-88.4% | $185,117-85.4% | $147,586-81.7% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 12.54% | 43.03%-30.5pp | 40.50%-28.0pp | 578.59%-566.1pp |
| Employer contribution / active EE | $5,966 | $5,195+14.8% | $4,182+42.7% | $4,876+22.3% |
| Participant deferral / active EE | $3,957 | $5,834-32.2% | $5,045-21.6% | $5,439-27.2% |
| Admin fee / account holder | $3,715 | $10,275-63.8% | $8,159-54.5% | $10,886-65.9% |