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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 | $25,495 | $102,595-75.1% | $94,057-72.9% | $154,746-83.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 19.98% | 583.42%-563.4pp | 480.62%-460.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,668 | $3,147-15.2% | $2,933-9.0% | $4,379-39.1% |
| Participant deferral / active EE | $7,129 | $5,118+39.3% | $4,709+51.4% | $6,730+5.9% |
| Admin fee / account holder | $310 | $7,736-96.0% | $7,244-95.7% | $14,365-97.8% |