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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 | $28,456 | $107,353-73.5% | $92,903-69.4% | $152,885-81.4% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.5%+13.2pp |
| Annual return | 22.97% | 145.62%-122.6pp | 109.43%-86.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $3,069 | $4,222-27.3% | $3,653-16.0% | $4,763-35.6% |
| Participant deferral / active EE | $6,457 | $4,848+33.2% | $4,238+52.4% | $5,851+10.4% |
| Admin fee / account holder | $999 | $7,081-85.9% | $5,795-82.8% | $11,598-91.4% |