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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 | $26,019 | $97,125-73.2% | $86,233-69.8% | $137,256-81.0% |
| Participation rate | 93.8% | 74.2%+19.6pp | 69.0%+24.7pp | 80.0%+13.8pp |
| Annual return | 16.45% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,979 | $2,841+4.8% | $2,504+18.9% | $4,156-28.3% |
| Participant deferral / active EE | $1,261 | $5,180-75.7% | $4,559-72.3% | $6,407-80.3% |
| Admin fee / account holder | $680 | $9,725-93.0% | $8,342-91.8% | $12,270-94.5% |