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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 | $28,109 | $90,691-69.0% | $76,119-63.1% | $145,884-80.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 31.25% | 624.52%-593.3pp | 361.25%-330.0pp | 551.85%-520.6pp |
| Employer contribution / active EE | $2,041 | $3,329-38.7% | $2,693-24.2% | $4,662-56.2% |
| Participant deferral / active EE | $6,343 | $5,167+22.8% | $4,259+48.9% | $6,690-5.2% |
| Admin fee / account holder | $2,478 | $8,383-70.4% | $6,421-61.4% | $13,392-81.5% |