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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 | $28,021 | $183,592-84.7% | $155,567-82.0% | $145,959-80.8% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 15.99% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,295 | $5,315-56.8% | $4,674-50.9% | $4,661-50.8% |
| Participant deferral / active EE | $3,104 | $6,464-52.0% | $5,628-44.8% | $6,689-53.6% |
| Admin fee / account holder | $3,196 | $19,318-83.5% | $15,916-79.9% | $13,398-76.1% |