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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 | $28,826 | $183,592-84.3% | $155,574-81.5% | $145,877-80.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.40% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,675 | $5,317-49.7% | $4,676-42.8% | $4,663-42.6% |
| Participant deferral / active EE | $6,265 | $6,466-3.1% | $5,629+11.3% | $6,691-6.4% |
| Admin fee / account holder | $617 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |