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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 | $28,690 | $117,846-75.7% | $102,434-72.0% | $145,884-80.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 83.58% | 31.90%+51.7pp | 29.46%+54.1pp | 551.85%-468.3pp |
| Employer contribution / active EE | $2,698 | $3,615-25.4% | $3,023-10.8% | $4,662-42.1% |
| Participant deferral / active EE | $6,153 | $5,733+7.3% | $5,055+21.7% | $6,690-8.0% |
| Admin fee / account holder | $1,426 | $13,356-89.3% | $9,462-84.9% | $13,392-89.3% |