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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 | $25,395 | $183,592-86.2% | $155,567-83.7% | $145,959-82.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.18% | 61.24%-41.1pp | 64.74%-44.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $2,737 | $5,315-48.5% | $4,674-41.4% | $4,661-41.3% |
| Participant deferral / active EE | $5,953 | $6,464-7.9% | $5,628+5.8% | $6,689-11.0% |
| Admin fee / account holder | $336 | $19,318-98.3% | $15,916-97.9% | $13,398-97.5% |