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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 | $32,964 | $106,918-69.2% | $84,021-60.8% | $152,897-78.4% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 25.98% | 105.01%-79.0pp | 71.32%-45.3pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,712 | $2,735-0.8% | $1,984+36.7% | $4,764-43.1% |
| Participant deferral / active EE | $4,744 | $4,012+18.2% | $3,239+46.4% | $5,851-18.9% |
| Admin fee / account holder | $1,837 | $8,288-77.8% | $6,102-69.9% | $11,599-84.2% |