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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 | $26,197 | $56,134-53.3% | $96,192-72.8% | $85,851-69.5% |
| Participation rate | 96.6% | 56.7%+39.8pp | 68.4%+28.1pp | 69.3%+27.2pp |
| Annual return | 16.90% | 42.30%-25.4pp | 192.09%-175.2pp | 318.63%-301.7pp |
| Employer contribution / active EE | $2,707 | $1,620+67.1% | $2,799-3.3% | $2,565+5.5% |
| Participant deferral / active EE | $5,692 | $2,858+99.2% | $4,351+30.8% | $3,952+44.0% |
| Admin fee / account holder | $5,738 | $3,769+52.2% | $5,539+3.6% | $6,261-8.4% |