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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 | $21,173 | $112,935-81.3% | $90,970-76.7% | $158,966-86.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 10.75% | 215.79%-205.0pp | 134.58%-123.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $5,736 | $2,895+98.2% | $2,122+170.3% | $4,762+20.4% |
| Participant deferral / active EE | $3,197 | $4,129-22.6% | $3,373-5.2% | $5,983-46.6% |
| Admin fee / account holder | $5,015 | $8,045-37.7% | $5,960-15.9% | $11,250-55.4% |