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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 | $8,994 | $117,623-92.4% | $71,702-87.5% | $134,509-93.3% |
| Participation rate | 91.7% | 68.9%+22.8pp | 62.3%+29.3pp | 81.2%+10.4pp |
| Annual return | 44.89% | 25.44%+19.4pp | 9.14%+35.7pp | 418.13%-373.2pp |
| Employer contribution / active EE | $1,382 | $2,525-45.3% | $1,704-18.9% | $4,741-70.9% |
| Participant deferral / active EE | $5,402 | $3,759+43.7% | $2,658+103.2% | $6,400-15.6% |
| Admin fee / account holder | $375 | $6,379-94.1% | $3,974-90.6% | $11,427-96.7% |