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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 | $20,858 | $100,139-79.2% | $85,187-75.5% | $145,884-85.7% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 8.90% | 84.15%-75.2pp | 66.67%-57.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,963 | $3,238-8.5% | $2,732+8.4% | $4,662-36.5% |
| Participant deferral / active EE | $3,731 | $5,296-29.5% | $4,525-17.5% | $6,690-44.2% |
| Admin fee / account holder | $660 | $7,262-90.9% | $6,162-89.3% | $13,392-95.1% |