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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 | $16,729 | $100,147-83.3% | $81,286-79.4% | $145,877-88.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.5%+25.7pp | 80.3%+14.9pp |
| Annual return | 16.50% | 34.44%-17.9pp | 24.80%-8.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,987 | $2,977+33.9% | $2,463+61.9% | $4,663-14.5% |
| Participant deferral / active EE | $5,715 | $4,607+24.0% | $3,883+47.2% | $6,691-14.6% |
| Admin fee / account holder | $2,496 | $8,201-69.6% | $5,764-56.7% | $13,402-81.4% |