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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 | $28,368 | $154,754-81.7% | $124,206-77.2% | $138,895-79.6% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.6%+12.2pp | 79.9%+1.9pp |
| Annual return | 16.56% | 709.28%-692.7pp | 515.27%-498.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,479 | $4,446-44.2% | $3,540-30.0% | $4,194-40.9% |
| Participant deferral / active EE | $4,962 | $4,621+7.4% | $3,968+25.1% | $6,396-22.4% |
| Admin fee / account holder | $2,315 | $6,690-65.4% | $5,929-60.9% | $12,562-81.6% |