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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 | $29,435 | $111,830-73.7% | $93,696-68.6% | $145,884-79.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 8.99% | 204.08%-195.1pp | 133.74%-124.7pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,160 | $3,093-30.2% | $2,422-10.8% | $4,662-53.7% |
| Participant deferral / active EE | $5,727 | $4,920+16.4% | $4,417+29.7% | $6,690-14.4% |
| Admin fee / account holder | $1,151 | $10,249-88.8% | $8,287-86.1% | $13,392-91.4% |