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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 | $28,300 | $93,124-69.6% | $77,100-63.3% | $134,545-79.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | 9.95% | 62.68%-52.7pp | 42.35%-32.4pp | 418.37%-408.4pp |
| Employer contribution / active EE | $4,415 | $3,421+29.0% | $2,815+56.8% | $4,742-6.9% |
| Participant deferral / active EE | $9,640 | $5,242+83.9% | $4,430+117.6% | $6,401+50.6% |
| Admin fee / account holder | $2,312 | $6,970-66.8% | $5,443-57.5% | $11,431-79.8% |