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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 | $17,185 | $115,810-85.2% | $101,271-83.0% | $158,966-89.2% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 22.31% | 56.15%-33.8pp | 46.48%-24.2pp | 302.95%-280.6pp |
| Employer contribution / active EE | $3,067 | $4,175-26.5% | $3,660-16.2% | $4,762-35.6% |
| Participant deferral / active EE | $5,951 | $4,958+20.0% | $4,371+36.2% | $5,983-0.5% |
| Admin fee / account holder | $1,446 | $7,248-80.1% | $5,948-75.7% | $11,250-87.1% |