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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 | $22,718 | $108,911-79.1% | $100,392-77.4% | $145,884-84.4% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 24.44% | 58.23%-33.8pp | 49.45%-25.0pp | 551.85%-527.4pp |
| Employer contribution / active EE | $5,193 | $4,420+17.5% | $3,941+31.8% | $4,662+11.4% |
| Participant deferral / active EE | $13,465 | $8,459+59.2% | $8,090+66.5% | $6,690+101.3% |
| Admin fee / account holder | $2,671 | $9,698-72.5% | $7,904-66.2% | $13,392-80.1% |