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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 | $28,921 | $112,121-74.2% | $95,960-69.9% | $158,966-81.8% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 32.15% | 171.16%-139.0pp | 91.63%-59.5pp | 302.95%-270.8pp |
| Employer contribution / active EE | $2,334 | $3,199-27.1% | $2,541-8.2% | $4,762-51.0% |
| Participant deferral / active EE | $6,569 | $4,784+37.3% | $4,167+57.7% | $5,983+9.8% |
| Admin fee / account holder | $368 | $10,135-96.4% | $6,797-94.6% | $11,250-96.7% |