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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 | $21,139 | $83,337-74.6% | $67,834-68.8% | $273,972-92.3% |
| Participation rate | 95.5% | 76.4%+19.0pp | 68.8%+26.7pp | 83.0%+12.4pp |
| Annual return | 38.64% | 259.45%-220.8pp | 138.47%-99.8pp | 41.46%-2.8pp |
| Employer contribution / active EE | $7,322 | $3,287+122.7% | $2,403+204.7% | $4,869+50.4% |
| Participant deferral / active EE | $4,259 | $4,088+4.2% | $3,160+34.8% | $5,287-19.4% |
| Admin fee / account holder | $943 | $6,752-86.0% | $4,622-79.6% | $10,133-90.7% |