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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 | $29,428 | $105,198-72.0% | $159,455-81.5% | $85,856-65.7% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 20.58% | 45.08%-24.5pp | 263.63%-243.0pp | 318.58%-298.0pp |
| Employer contribution / active EE | $2,338 | $3,319-29.6% | $4,830-51.6% | $2,565-8.9% |
| Participant deferral / active EE | $6,544 | $5,946+10.1% | $7,353-11.0% | $3,952+65.6% |
| Admin fee / account holder | $3,079 | $6,934-55.6% | $10,800-71.5% | $6,261-50.8% |