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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 | $22,830 | $121,701-81.2% | $104,639-78.2% | $158,982-85.6% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 24.73% | 465.72%-441.0pp | 340.67%-315.9pp | 302.99%-278.3pp |
| Employer contribution / active EE | $3,009 | $3,165-4.9% | $2,682+12.2% | $4,763-36.8% |
| Participant deferral / active EE | $3,313 | $4,176-20.7% | $3,738-11.4% | $5,983-44.6% |
| Admin fee / account holder | $2,055 | $7,778-73.6% | $6,465-68.2% | $11,252-81.7% |