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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 | $28,511 | $160,040-82.2% | $147,096-80.6% | $145,877-80.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.94% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,930 | $5,289-44.6% | $4,936-40.6% | $4,663-37.2% |
| Participant deferral / active EE | $3,587 | $8,429-57.4% | $8,071-55.6% | $6,691-46.4% |
| Admin fee / account holder | $546 | $15,050-96.4% | $13,005-95.8% | $13,402-95.9% |