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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 | $28,908 | $102,429-71.8% | $147,096-80.3% | $80,925-64.3% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 18.70% | 135.02%-116.3pp | 419.75%-401.0pp | 35.65%-16.9pp |
| Employer contribution / active EE | $2,588 | $3,716-30.3% | $4,936-47.6% | $2,756-6.1% |
| Participant deferral / active EE | $7,496 | $6,649+12.7% | $8,071-7.1% | $4,299+74.4% |
| Admin fee / account holder | $3,328 | $7,957-58.2% | $13,005-74.4% | $6,940-52.0% |