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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 | $18,950 | $91,198-79.2% | $178,503-89.4% | $79,856-76.3% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 312.87% | 24.20%+288.7pp | 151.12%+161.8pp | 31.71%+281.2pp |
| Employer contribution / active EE | $2,949 | $3,257-9.4% | $5,011-41.1% | $2,471+19.3% |
| Participant deferral / active EE | $5,077 | $3,237+56.9% | $5,202-2.4% | $3,741+35.7% |
| Admin fee / account holder | $1,081 | $6,748-84.0% | $13,987-92.3% | $5,306-79.6% |