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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 | $29,914 | $126,113-76.3% | $116,096-74.2% | $155,188-80.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 73.3%+19.0pp | 80.8%+11.5pp |
| Annual return | 19.54% | 391.72%-372.2pp | 326.25%-306.7pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,656 | $2,672-0.6% | $2,503+6.1% | $4,248-37.5% |
| Participant deferral / active EE | $3,393 | $4,162-18.5% | $3,952-14.1% | $6,531-48.0% |
| Admin fee / account holder | $733 | $8,045-90.9% | $7,704-90.5% | $14,480-94.9% |