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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 | $42,330 | $105,200-59.8% | $159,474-73.5% | $85,847-50.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 15.59% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $3,533 | $3,319+6.5% | $4,831-26.9% | $2,565+37.7% |
| Participant deferral / active EE | $10,817 | $5,946+81.9% | $7,353+47.1% | $3,952+173.7% |
| Admin fee / account holder | $2,103 | $6,934-69.7% | $10,802-80.5% | $6,261-66.4% |