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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 | $24,190 | $96,508-74.9% | $75,901-68.1% | $152,897-84.2% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.5%+10.4pp |
| Annual return | 25.21% | 33.99%-8.8pp | 30.76%-5.5pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,067 | $3,310-37.5% | $2,501-17.3% | $4,764-56.6% |
| Participant deferral / active EE | $4,594 | $4,554+0.9% | $3,603+27.5% | $5,851-21.5% |
| Admin fee / account holder | $773 | $8,081-90.4% | $5,420-85.7% | $11,599-93.3% |