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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 | $26,104 | $148,623-82.4% | $135,974-80.8% | $139,466-81.3% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 20.97% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,822 | $5,246-65.3% | $4,859-62.5% | $4,754-61.7% |
| Participant deferral / active EE | $4,374 | $8,103-46.0% | $7,760-43.6% | $6,712-34.8% |
| Admin fee / account holder | $567 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |