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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 | $26,035 | $232,540-88.8% | $185,117-85.9% | $147,586-82.4% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 33.79% | 43.03%-9.2pp | 40.50%-6.7pp | 578.59%-544.8pp |
| Employer contribution / active EE | $5,943 | $5,195+14.4% | $4,182+42.1% | $4,876+21.9% |
| Participant deferral / active EE | $4,850 | $5,834-16.9% | $5,045-3.9% | $5,439-10.8% |
| Admin fee / account holder | $379 | $10,275-96.3% | $8,159-95.4% | $10,886-96.5% |