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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 | $108,897-74.9% | $100,378-72.8% | $145,877-81.3% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.30% | 58.17%-43.9pp | 49.41%-35.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $10,154 | $4,420+129.7% | $3,942+157.6% | $4,663+117.8% |
| Participant deferral / active EE | $14,226 | $8,455+68.3% | $8,087+75.9% | $6,691+112.6% |
| Admin fee / account holder | $6,136 | $9,690-36.7% | $7,899-22.3% | $13,402-54.2% |