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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 | $31,734 | $90,530-64.9% | $76,030-58.3% | $145,897-78.2% |
| Participation rate | 92.3% | 74.4%+17.9pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 16.89% | 625.08%-608.2pp | 361.54%-344.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $4,019 | $3,319+21.1% | $2,688+49.5% | $4,663-13.8% |
| Participant deferral / active EE | $8,264 | $5,164+60.0% | $4,257+94.1% | $6,689+23.5% |
| Admin fee / account holder | $3,285 | $8,383-60.8% | $6,421-48.8% | $13,390-75.5% |