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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 | $24,750 | $97,125-74.5% | $86,233-71.3% | $137,256-82.0% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 16.42% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,055 | $2,841+7.5% | $2,504+22.0% | $4,156-26.5% |
| Participant deferral / active EE | $3,854 | $5,180-25.6% | $4,559-15.5% | $6,407-39.8% |
| Admin fee / account holder | $2,726 | $9,725-72.0% | $8,342-67.3% | $12,270-77.8% |