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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 | $11,006 | $51,207-78.5% | $70,565-84.4% | $75,177-85.4% |
| Participation rate | 83.7% | 61.0%+22.8pp | 68.4%+15.4pp | 67.2%+16.5pp |
| Annual return | 56.12% | 30.05%+26.1pp | 32.79%+23.3pp | 160.75%-104.6pp |
| Employer contribution / active EE | $2,839 | $1,826+55.4% | $2,976-4.6% | $2,671+6.3% |
| Participant deferral / active EE | $4,702 | $2,850+65.0% | $4,568+2.9% | $4,126+13.9% |
| Admin fee / account holder | $503 | $4,097-87.7% | $6,430-92.2% | $5,651-91.1% |