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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 | $41,917 | $217,432-80.7% | $185,849-77.4% | $167,536-75.0% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 19.75% | 148.42%-128.7pp | 122.10%-102.3pp | 478.82%-459.1pp |
| Employer contribution / active EE | $2,967 | $5,875-49.5% | $5,169-42.6% | $4,839-38.7% |
| Participant deferral / active EE | $5,628 | $6,357-11.5% | $5,569+1.1% | $6,342-11.3% |
| Admin fee / account holder | $2,029 | $19,818-89.8% | $16,244-87.5% | $12,315-83.5% |