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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 | $55,134 | $102,429-46.2% | $147,096-62.5% | $80,925-31.9% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 18.23% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $2,708 | $3,716-27.1% | $4,936-45.1% | $2,756-1.7% |
| Participant deferral / active EE | $9,818 | $6,649+47.7% | $8,071+21.6% | $4,299+128.4% |
| Admin fee / account holder | $726 | $7,957-90.9% | $13,005-94.4% | $6,940-89.5% |