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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 | $49,633 | $102,429-51.5% | $147,096-66.3% | $80,925-38.7% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.6pp | 67.7%+27.2pp |
| Annual return | 25.17% | 135.02%-109.9pp | 419.75%-394.6pp | 35.65%-10.5pp |
| Employer contribution / active EE | $3,543 | $3,716-4.7% | $4,936-28.2% | $2,756+28.5% |
| Participant deferral / active EE | $7,172 | $6,649+7.9% | $8,071-11.1% | $4,299+66.8% |
| Admin fee / account holder | $3,273 | $7,957-58.9% | $13,005-74.8% | $6,940-52.8% |