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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 | $9,574 | $97,125-90.1% | $86,233-88.9% | $137,256-93.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 27.52% | 74.19%-46.7pp | 61.39%-33.9pp | 220.34%-192.8pp |
| Employer contribution / active EE | $3,850 | $2,841+35.5% | $2,504+53.7% | $4,156-7.4% |
| Participant deferral / active EE | $1,662 | $5,180-67.9% | $4,559-63.5% | $6,407-74.1% |
| Admin fee / account holder | $1,213 | $9,725-87.5% | $8,342-85.5% | $12,270-90.1% |