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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 | $23,229 | $127,790-81.8% | $106,555-78.2% | $167,536-86.1% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 26.57% | 33.88%-7.3pp | 26.80%-0.2pp | 478.82%-452.2pp |
| Employer contribution / active EE | $2,326 | $3,428-32.1% | $2,819-17.5% | $4,839-51.9% |
| Participant deferral / active EE | $9,078 | $5,088+78.4% | $4,399+106.4% | $6,342+43.1% |
| Admin fee / account holder | $595 | $11,229-94.7% | $7,408-92.0% | $12,315-95.2% |