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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 | $111,830-74.4% | $93,696-69.5% | $145,884-80.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 16.10% | 204.08%-188.0pp | 133.74%-117.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,527 | $3,093-18.3% | $2,422+4.3% | $4,662-45.8% |
| Participant deferral / active EE | $5,091 | $4,920+3.5% | $4,417+15.3% | $6,690-23.9% |
| Admin fee / account holder | $3,411 | $10,249-66.7% | $8,287-58.8% | $13,392-74.5% |