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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 | $20,359 | $95,580-78.7% | $76,872-73.5% | $139,466-85.4% |
| Participation rate | 78.9% | 74.0%+5.0pp | 69.6%+9.4pp | 80.3%-1.4pp |
| Annual return | 20.66% | 55.00%-34.3pp | 37.90%-17.2pp | 373.66%-353.0pp |
| Employer contribution / active EE | $3,907 | $3,145+24.2% | $2,533+54.2% | $4,754-17.8% |
| Participant deferral / active EE | $6,767 | $4,623+46.4% | $3,832+76.6% | $6,712+0.8% |
| Admin fee / account holder | $1,907 | $8,302-77.0% | $5,476-65.2% | $11,409-83.3% |