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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 | $29,210 | $109,967-73.4% | $97,197-69.9% | $145,877-80.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 12.75% | 244.27%-231.5pp | 75.47%-62.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $4,458 | $3,077+44.9% | $2,723+63.7% | $4,663-4.4% |
| Participant deferral / active EE | $5,634 | $4,676+20.5% | $4,263+32.2% | $6,691-15.8% |
| Admin fee / account holder | $713 | $6,199-88.5% | $5,637-87.4% | $13,402-94.7% |