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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 | $99,921-71.9% | $85,009-67.0% | $145,959-80.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 16.84% | 83.89%-67.0pp | 66.47%-49.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $2,812 | $3,233-13.0% | $2,728+3.1% | $4,661-39.7% |
| Participant deferral / active EE | $5,615 | $5,293+6.1% | $4,522+24.2% | $6,689-16.1% |
| Admin fee / account holder | $1,232 | $7,252-83.0% | $6,153-80.0% | $13,398-90.8% |