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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 | $54,792 | $102,429-46.5% | $147,096-62.8% | $80,925-32.3% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 23.72% | 135.02%-111.3pp | 419.75%-396.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $2,829 | $3,716-23.9% | $4,936-42.7% | $2,756+2.6% |
| Participant deferral / active EE | $13,028 | $6,649+96.0% | $8,071+61.4% | $4,299+203.1% |
| Admin fee / account holder | $9,448 | $7,957+18.7% | $13,005-27.4% | $6,940+36.1% |