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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 | $29,817 | $56,134-46.9% | $96,161-69.0% | $85,856-65.3% |
| Participation rate | 88.6% | 56.7%+31.9pp | 68.4%+20.2pp | 69.3%+19.3pp |
| Annual return | 17.80% | 42.30%-24.5pp | 192.01%-174.2pp | 318.58%-300.8pp |
| Employer contribution / active EE | $3,936 | $1,620+142.9% | $2,798+40.6% | $2,565+53.4% |
| Participant deferral / active EE | $7,703 | $2,858+169.6% | $4,349+77.1% | $3,952+94.9% |
| Admin fee / account holder | $3,612 | $3,769-4.2% | $5,538-34.8% | $6,261-42.3% |