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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 | $28,749 | $110,093-73.9% | $97,295-70.5% | $145,897-80.3% |
| Participation rate | 90.5% | 75.9%+14.6pp | 72.7%+17.8pp | 80.3%+10.2pp |
| Annual return | 20.48% | 244.76%-224.3pp | 75.62%-55.1pp | 552.29%-531.8pp |
| Employer contribution / active EE | $2,941 | $3,077-4.4% | $2,723+8.0% | $4,663-36.9% |
| Participant deferral / active EE | $5,062 | $4,678+8.2% | $4,264+18.7% | $6,689-24.3% |
| Admin fee / account holder | $1,274 | $6,212-79.5% | $5,646-77.4% | $13,390-90.5% |