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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 | $22,134 | $157,304-85.9% | $141,197-84.3% | $152,909-85.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 26.08% | 64.34%-38.3pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $1,621 | $5,263-69.2% | $4,736-65.8% | $4,764-66.0% |
| Participant deferral / active EE | $8,767 | $7,111+23.3% | $6,710+30.7% | $5,851+49.8% |
| Admin fee / account holder | $307 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |