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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 | $106,749-72.4% | $145,433-79.8% | $82,448-64.3% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 103.28% | 27.59%+75.7pp | 66.58%+36.7pp | 41.64%+61.6pp |
| Employer contribution / active EE | $2,676 | $3,444-22.3% | $4,554-41.2% | $2,551+4.9% |
| Participant deferral / active EE | $5,025 | $6,519-22.9% | $7,897-36.4% | $4,139+21.4% |
| Admin fee / account holder | $2,438 | $8,390-70.9% | $13,129-81.4% | $7,234-66.3% |