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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 | $30,757 | $105,200-70.8% | $159,474-80.7% | $85,847-64.2% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 15.84% | 45.08%-29.2pp | 263.68%-247.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $3,420 | $3,319+3.0% | $4,831-29.2% | $2,565+33.3% |
| Participant deferral / active EE | $9,347 | $5,946+57.2% | $7,353+27.1% | $3,952+136.5% |
| Admin fee / account holder | $7,431 | $6,934+7.2% | $10,802-31.2% | $6,261+18.7% |