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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 | $32,738 | $109,411-70.1% | $89,435-63.4% | $158,982-79.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.0%+27.7pp | 82.0%+13.7pp |
| Annual return | 15.47% | 345.68%-330.2pp | 245.55%-230.1pp | 302.99%-287.5pp |
| Employer contribution / active EE | $907 | $3,173-71.4% | $2,587-64.9% | $4,763-81.0% |
| Participant deferral / active EE | $2,939 | $4,600-36.1% | $3,890-24.4% | $5,983-50.9% |
| Admin fee / account holder | $5,499 | $6,159-10.7% | $4,884+12.6% | $11,252-51.1% |