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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 | $27,252 | $99,652-72.7% | $78,778-65.4% | $147,586-81.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 15.65% | 47.28%-31.6pp | 35.62%-20.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,893 | $2,796-32.3% | $1,986-4.7% | $4,876-61.2% |
| Participant deferral / active EE | $5,833 | $3,664+59.2% | $2,958+97.2% | $5,439+7.2% |
| Admin fee / account holder | $357 | $7,155-95.0% | $5,134-93.1% | $10,886-96.7% |