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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 | $31,545 | $105,200-70.0% | $159,474-80.2% | $85,847-63.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 14.34% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.3pp |
| Employer contribution / active EE | $2,563 | $3,319-22.8% | $4,831-46.9% | $2,565-0.1% |
| Participant deferral / active EE | $5,046 | $5,946-15.1% | $7,353-31.4% | $3,952+27.7% |
| Admin fee / account holder | $363 | $6,934-94.8% | $10,802-96.6% | $6,261-94.2% |