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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 | $29,982 | $152,587-80.4% | $125,175-76.0% | $152,870-80.4% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 29.44% | 54.84%-25.4pp | 43.79%-14.4pp | 345.34%-315.9pp |
| Employer contribution / active EE | $3,779 | $4,946-23.6% | $3,865-2.2% | $4,763-20.6% |
| Participant deferral / active EE | $9,555 | $5,868+62.8% | $4,937+93.5% | $5,850+63.3% |
| Admin fee / account holder | $1,444 | $13,434-89.3% | $9,702-85.1% | $11,597-87.5% |