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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 | $13,552 | $95,580-85.8% | $76,872-82.4% | $139,466-90.3% |
| Participation rate | 76.5% | 74.0%+2.5pp | 69.6%+6.9pp | 80.3%-3.9pp |
| Annual return | 58.27% | 55.00%+3.3pp | 37.90%+20.4pp | 373.66%-315.4pp |
| Employer contribution / active EE | $2,477 | $3,145-21.2% | $2,533-2.2% | $4,754-47.9% |
| Participant deferral / active EE | $5,934 | $4,623+28.4% | $3,832+54.8% | $6,712-11.6% |
| Admin fee / account holder | $997 | $8,302-88.0% | $5,476-81.8% | $11,409-91.3% |