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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 | $28,256 | $96,361-70.7% | $80,607-64.9% | $139,456-79.7% |
| Participation rate | 95.2% | 73.6%+21.6pp | 67.0%+28.2pp | 80.3%+14.9pp |
| Annual return | 15.47% | 1350.95%-1335.5pp | 936.11%-920.6pp | 373.45%-358.0pp |
| Employer contribution / active EE | $1,745 | $3,262-46.5% | $2,724-35.9% | $4,753-63.3% |
| Participant deferral / active EE | $4,440 | $5,232-15.1% | $4,448-0.2% | $6,711-33.8% |
| Admin fee / account holder | $438 | $6,601-93.4% | $5,379-91.8% | $11,407-96.2% |