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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 | $27,754 | $49,976-44.5% | $66,674-58.4% | $82,637-66.4% |
| Participation rate | 97.0% | 63.1%+33.9pp | 73.7%+23.3pp | 68.1%+28.9pp |
| Annual return | 19.07% | 39.09%-20.0pp | 321.24%-302.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $5,295 | $1,988+166.3% | $2,620+102.1% | $2,552+107.5% |
| Participant deferral / active EE | $8,610 | $2,847+202.5% | $4,084+110.8% | $4,126+108.7% |
| Admin fee / account holder | $6,317 | $4,594+37.5% | $5,098+23.9% | $7,339-13.9% |