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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 | $27,937 | $100,938-72.3% | $90,461-69.1% | $158,982-82.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 18.01% | 1727.20%-1709.2pp | 1294.76%-1276.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,629 | $3,691-28.8% | $3,264-19.4% | $4,763-44.8% |
| Participant deferral / active EE | $5,292 | $4,350+21.7% | $3,964+33.5% | $5,983-11.6% |
| Admin fee / account holder | $2,392 | $6,510-63.2% | $5,617-57.4% | $11,252-78.7% |