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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 | $31,815 | $86,288-63.1% | $111,306-71.4% | $85,851-62.9% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 134.33% | 19.99%+114.3pp | 54.67%+79.7pp | 318.63%-184.3pp |
| Employer contribution / active EE | $3,492 | $2,044+70.9% | $2,732+27.8% | $2,565+36.1% |
| Participant deferral / active EE | $3,086 | $3,641-15.3% | $4,488-31.2% | $3,952-21.9% |
| Admin fee / account holder | $565 | $8,189-93.1% | $7,966-92.9% | $6,261-91.0% |