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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 | $22,825 | $107,363-78.7% | $92,909-75.4% | $152,897-85.1% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | 25.26% | 145.63%-120.4pp | 109.44%-84.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,510 | $4,222-40.6% | $3,653-31.3% | $4,764-47.3% |
| Participant deferral / active EE | $6,916 | $4,848+42.7% | $4,238+63.2% | $5,851+18.2% |
| Admin fee / account holder | $506 | $7,082-92.8% | $5,795-91.3% | $11,599-95.6% |