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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 | $58,835 | $107,363-45.2% | $92,909-36.7% | $152,897-61.5% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 28.95% | 145.63%-116.7pp | 109.44%-80.5pp | 345.43%-316.5pp |
| Employer contribution / active EE | $2,838 | $4,222-32.8% | $3,653-22.3% | $4,764-40.4% |
| Participant deferral / active EE | $6,574 | $4,848+35.6% | $4,238+55.1% | $5,851+12.4% |
| Admin fee / account holder | $1,755 | $7,082-75.2% | $5,795-69.7% | $11,599-84.9% |