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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 | $29,424 | $106,524-72.4% | $152,301-80.7% | $87,485-66.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 103.28% | 26.89%+76.4pp | 80.50%+22.8pp | 26.06%+77.2pp |
| Employer contribution / active EE | $2,676 | $3,371-20.6% | $4,624-42.1% | $2,596+3.1% |
| Participant deferral / active EE | $5,025 | $6,525-23.0% | $8,004-37.2% | $4,274+17.6% |
| Admin fee / account holder | $2,438 | $8,287-70.6% | $14,398-83.1% | $7,775-68.6% |