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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 | $29,128 | $183,592-84.1% | $155,567-81.3% | $145,959-80.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 8.98% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $2,550 | $5,315-52.0% | $4,674-45.4% | $4,661-45.3% |
| Participant deferral / active EE | $7,695 | $6,464+19.0% | $5,628+36.7% | $6,689+15.1% |
| Admin fee / account holder | $1,611 | $19,318-91.7% | $15,916-89.9% | $13,398-88.0% |