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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 | $8,736 | $84,628-89.7% | $61,501-85.8% | $134,545-93.5% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | 27.18% | 585.61%-558.4pp | 339.04%-311.9pp | 418.37%-391.2pp |
| Employer contribution / active EE | $1,732 | $1,545+12.1% | $1,160+49.4% | $4,742-63.5% |
| Participant deferral / active EE | $3,847 | $2,819+36.5% | $2,125+81.1% | $6,401-39.9% |
| Admin fee / account holder | $607 | $2,587-76.5% | $2,132-71.5% | $11,431-94.7% |