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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 | $90,614-65.0% | $76,089-58.3% | $145,877-78.2% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 16.89% | 623.80%-606.9pp | 360.94%-344.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $4,019 | $3,324+20.9% | $2,690+49.4% | $4,663-13.8% |
| Participant deferral / active EE | $8,264 | $5,168+59.9% | $4,259+94.0% | $6,691+23.5% |
| Admin fee / account holder | $3,285 | $8,376-60.8% | $6,418-48.8% | $13,402-75.5% |