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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 | $13,249 | $75,807-82.5% | $116,096-88.6% | $86,983-84.8% |
| Participation rate | 92.6% | 66.9%+25.7pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 167.95% | 18.57%+149.4pp | 326.25%-158.3pp | 25.83%+142.1pp |
| Employer contribution / active EE | $2,552 | $1,892+34.9% | $2,503+1.9% | $2,584-1.3% |
| Participant deferral / active EE | $5,387 | $3,212+67.7% | $3,952+36.3% | $4,194+28.4% |
| Admin fee / account holder | $380 | $6,659-94.3% | $7,704-95.1% | $7,856-95.2% |