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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 | $30,350 | $134,817-77.5% | $123,973-75.5% | $155,188-80.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.7%+13.3pp | 80.8%+9.2pp |
| Annual return | 18.96% | 515.49%-496.5pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,363 | $4,425-46.6% | $4,126-42.7% | $4,248-44.4% |
| Participant deferral / active EE | $6,319 | $5,706+10.7% | $5,247+20.4% | $6,531-3.2% |
| Admin fee / account holder | $1,785 | $13,245-86.5% | $11,799-84.9% | $14,480-87.7% |