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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 | $21,940 | $106,918-79.5% | $84,021-73.9% | $152,897-85.7% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 25.80% | 105.01%-79.2pp | 71.32%-45.5pp | 345.43%-319.6pp |
| Employer contribution / active EE | $2,408 | $2,735-12.0% | $1,984+21.4% | $4,764-49.5% |
| Participant deferral / active EE | $4,955 | $4,012+23.5% | $3,239+53.0% | $5,851-15.3% |
| Admin fee / account holder | $316 | $8,288-96.2% | $6,102-94.8% | $11,599-97.3% |