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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 | $27,513 | $115,814-76.2% | $101,275-72.8% | $158,982-82.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 15.96% | 56.16%-40.2pp | 46.48%-30.5pp | 302.99%-287.0pp |
| Employer contribution / active EE | $3,942 | $4,176-5.6% | $3,660+7.7% | $4,763-17.2% |
| Participant deferral / active EE | $4,848 | $4,958-2.2% | $4,371+10.9% | $5,983-19.0% |
| Admin fee / account holder | $1,048 | $7,249-85.5% | $5,948-82.4% | $11,252-90.7% |