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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 | $21,406 | $56,197-61.9% | $67,652-68.4% | $59,633-64.1% |
| Participation rate | 72.1% | 71.5%+0.7pp | 75.7%-3.5pp | 68.7%+3.5pp |
| Annual return | 15.32% | 18508.10%-18492.8pp | 6625.40%-6610.1pp | 2041.45%-2026.1pp |
| Employer contribution / active EE | $3,108 | $1,615+92.5% | $2,266+37.2% | $2,203+41.1% |
| Participant deferral / active EE | $8,335 | $2,844+193.1% | $3,560+134.1% | $3,192+161.1% |
| Admin fee / account holder | $328 | $3,958-91.7% | $4,821-93.2% | $4,297-92.4% |