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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 | $38,773 | $100,004-61.2% | $81,438-52.4% | $145,959-73.4% |
| Participation rate | 95.7% | 74.2%+21.5pp | 69.5%+26.1pp | 80.3%+15.4pp |
| Annual return | 18.97% | 34.34%-15.4pp | 24.74%-5.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $4,539 | $2,970+52.8% | $2,460+84.5% | $4,661-2.6% |
| Participant deferral / active EE | $10,654 | $4,603+131.4% | $3,883+174.4% | $6,689+59.3% |
| Admin fee / account holder | $3,855 | $8,202-53.0% | $5,764-33.1% | $13,398-71.2% |