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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 | $20,083 | $109,344-81.6% | $89,400-77.5% | $158,950-87.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 13.14% | 345.73%-332.6pp | 245.64%-232.5pp | 302.91%-289.8pp |
| Employer contribution / active EE | $2,167 | $3,170-31.6% | $2,586-16.2% | $4,762-54.5% |
| Participant deferral / active EE | $5,603 | $4,599+21.8% | $3,890+44.0% | $5,983-6.3% |
| Admin fee / account holder | $4,251 | $6,154-30.9% | $4,882-12.9% | $11,248-62.2% |