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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 | $28,840 | $80,812-64.3% | $160,784-82.1% | $82,448-65.0% |
| Participation rate | 95.0% | 66.2%+28.8pp | 77.0%+18.0pp | 68.1%+26.9pp |
| Annual return | 16.54% | 100.59%-84.0pp | 1803.92%-1787.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,963 | $2,174+36.3% | $3,733-20.6% | $2,551+16.1% |
| Participant deferral / active EE | $4,596 | $4,335+6.0% | $6,293-27.0% | $4,139+11.0% |
| Admin fee / account holder | $2,073 | $7,695-73.1% | $9,717-78.7% | $7,234-71.3% |