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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 | $29,700 | $102,429-71.0% | $147,096-79.8% | $80,925-63.3% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 25.16% | 135.02%-109.9pp | 419.75%-394.6pp | 35.65%-10.5pp |
| Employer contribution / active EE | $3,767 | $3,716+1.4% | $4,936-23.7% | $2,756+36.7% |
| Participant deferral / active EE | $8,567 | $6,649+28.8% | $8,071+6.1% | $4,299+99.3% |
| Admin fee / account holder | $1,506 | $7,957-81.1% | $13,005-88.4% | $6,940-78.3% |