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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 | $28,584 | $63,346-54.9% | $92,240-69.0% | $70,126-59.2% |
| Participation rate | 88.6% | 68.7%+19.9pp | 76.5%+12.1pp | 69.5%+19.0pp |
| Annual return | 15.56% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,130 | $2,471-13.8% | $3,680-42.1% | $2,343-9.1% |
| Participant deferral / active EE | $3,233 | $2,854+13.3% | $3,897-17.0% | $3,332-3.0% |
| Admin fee / account holder | $4,058 | $3,841+5.6% | $5,194-21.9% | $4,645-12.7% |