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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 | $29,131 | $115,810-74.8% | $101,271-71.2% | $158,966-81.7% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 24.37% | 56.15%-31.8pp | 46.48%-22.1pp | 302.95%-278.6pp |
| Employer contribution / active EE | $2,097 | $4,175-49.8% | $3,660-42.7% | $4,762-56.0% |
| Participant deferral / active EE | $4,692 | $4,958-5.4% | $4,371+7.3% | $5,983-21.6% |
| Admin fee / account holder | $1,853 | $7,248-74.4% | $5,948-68.8% | $11,250-83.5% |