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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 | $28,041 | $99,995-72.0% | $85,063-67.0% | $145,978-80.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 16.84% | 83.99%-67.1pp | 66.54%-49.7pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,812 | $3,231-13.0% | $2,727+3.1% | $4,662-39.7% |
| Participant deferral / active EE | $5,615 | $5,295+6.0% | $4,523+24.1% | $6,690-16.1% |
| Admin fee / account holder | $1,232 | $7,255-83.0% | $6,155-80.0% | $13,400-90.8% |