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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 | $25,380 | $103,038-75.4% | $90,324-71.9% | $152,909-83.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 15.50% | 95.25%-79.8pp | 78.15%-62.7pp | 345.46%-330.0pp |
| Employer contribution / active EE | $3,785 | $3,141+20.5% | $2,856+32.5% | $4,764-20.5% |
| Participant deferral / active EE | $1,450 | $4,282-66.1% | $3,885-62.7% | $5,851-75.2% |
| Admin fee / account holder | $2,248 | $6,177-63.6% | $5,356-58.0% | $11,601-80.6% |