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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 | $27,290 | $108,942-74.9% | $100,415-72.8% | $145,897-81.3% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.30% | 58.27%-44.0pp | 49.47%-35.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $10,154 | $4,422+129.6% | $3,943+157.5% | $4,663+117.8% |
| Participant deferral / active EE | $14,226 | $8,461+68.1% | $8,091+75.8% | $6,689+112.7% |
| Admin fee / account holder | $6,136 | $9,702-36.8% | $7,906-22.4% | $13,390-54.2% |