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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 | $28,600 | $111,785-74.4% | $93,669-69.5% | $145,877-80.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 16.10% | 203.79%-187.7pp | 133.59%-117.5pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,527 | $3,096-18.4% | $2,424+4.3% | $4,663-45.8% |
| Participant deferral / active EE | $5,091 | $4,919+3.5% | $4,416+15.3% | $6,691-23.9% |
| Admin fee / account holder | $3,411 | $10,256-66.7% | $8,291-58.9% | $13,402-74.5% |