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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 | $27,024 | $115,810-76.7% | $101,271-73.3% | $158,966-83.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 11.53% | 56.15%-44.6pp | 46.48%-34.9pp | 302.95%-291.4pp |
| Employer contribution / active EE | $2,851 | $4,175-31.7% | $3,660-22.1% | $4,762-40.1% |
| Participant deferral / active EE | $7,964 | $4,958+60.6% | $4,371+82.2% | $5,983+33.1% |
| Admin fee / account holder | $5,836 | $7,248-19.5% | $5,948-1.9% | $11,250-48.1% |