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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 | $25,533 | $81,487-68.7% | $102,412-75.1% | $80,935-68.5% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 178.06% | 25.60%+152.5pp | 24.94%+153.1pp | 35.66%+142.4pp |
| Employer contribution / active EE | $1,537 | $3,103-50.5% | $3,870-60.3% | $2,757-44.2% |
| Participant deferral / active EE | $3,988 | $3,871+3.0% | $5,060-21.2% | $4,299-7.2% |
| Admin fee / account holder | $617 | $6,717-90.8% | $8,388-92.6% | $6,924-91.1% |