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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 | $10,858 | $108,212-90.0% | $77,513-86.0% | $158,966-93.2% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 32.73% | 31.67%+1.1pp | 54.81%-22.1pp | 302.95%-270.2pp |
| Employer contribution / active EE | $2,418 | $1,325+82.5% | $987+145.0% | $4,762-49.2% |
| Participant deferral / active EE | $3,847 | $2,455+56.7% | $1,861+106.7% | $5,983-35.7% |
| Admin fee / account holder | $1,768 | $3,709-52.3% | $2,859-38.1% | $11,250-84.3% |