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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 | $35,750 | $89,259-59.9% | $107,187-66.6% | $82,637-56.7% |
| Participation rate | 88.6% | 67.9%+20.6pp | 75.0%+13.6pp | 68.1%+20.5pp |
| Annual return | 15.17% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,932 | $3,080-4.8% | $3,782-22.5% | $2,552+14.9% |
| Participant deferral / active EE | $4,527 | $4,037+12.1% | $5,096-11.2% | $4,126+9.7% |
| Admin fee / account holder | $9,970 | $7,381+35.1% | $9,162+8.8% | $7,339+35.9% |