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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 | $10,522 | $72,071-85.4% | $68,368-84.6% | $137,256-92.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 27.39% | 353.14%-325.8pp | 292.57%-265.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,739 | $2,788-1.8% | $2,649+3.4% | $4,156-34.1% |
| Participant deferral / active EE | $4,366 | $4,410-1.0% | $4,123+5.9% | $6,407-31.9% |
| Admin fee / account holder | $698 | $5,336-86.9% | $5,150-86.4% | $12,270-94.3% |