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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 | $68,351 | $98,776-30.8% | $149,745-54.4% | $79,856-14.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 22.06% | 27.38%-5.3pp | 276.72%-254.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,000 | $3,217+24.3% | $4,646-13.9% | $2,471+61.8% |
| Participant deferral / active EE | $10,123 | $5,681+78.2% | $6,843+47.9% | $3,741+170.6% |
| Admin fee / account holder | $1,213 | $6,053-80.0% | $9,312-87.0% | $5,306-77.1% |