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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 | $28,974 | $96,678-70.0% | $86,640-66.6% | $139,466-79.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 23.56% | 106.69%-83.1pp | 592.52%-569.0pp | 373.66%-350.1pp |
| Employer contribution / active EE | $3,745 | $3,265+14.7% | $3,024+23.8% | $4,754-21.2% |
| Participant deferral / active EE | $6,467 | $4,837+33.7% | $4,438+45.7% | $6,712-3.7% |
| Admin fee / account holder | $462 | $6,410-92.8% | $5,616-91.8% | $11,409-95.9% |