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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 | $10,834 | $99,995-89.2% | $85,063-87.3% | $145,978-92.6% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 24.17% | 83.99%-59.8pp | 66.54%-42.4pp | 550.52%-526.3pp |
| Employer contribution / active EE | $2,581 | $3,231-20.1% | $2,727-5.4% | $4,662-44.6% |
| Participant deferral / active EE | $5,260 | $5,295-0.7% | $4,523+16.3% | $6,690-21.4% |
| Admin fee / account holder | $385 | $7,255-94.7% | $6,155-93.8% | $13,400-97.1% |