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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 | $43,341 | $112,935-61.6% | $90,970-52.4% | $158,966-72.7% |
| Participation rate | 95.2% | 74.7%+20.5pp | 69.0%+26.2pp | 82.0%+13.3pp |
| Annual return | 28.17% | 215.79%-187.6pp | 134.58%-106.4pp | 302.95%-274.8pp |
| Employer contribution / active EE | $7,470 | $2,895+158.1% | $2,122+251.9% | $4,762+56.8% |
| Participant deferral / active EE | $5,025 | $4,129+21.7% | $3,373+49.0% | $5,983-16.0% |
| Admin fee / account holder | $1,436 | $8,045-82.1% | $5,960-75.9% | $11,250-87.2% |