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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 | $24,365 | $107,353-77.3% | $92,903-73.8% | $152,885-84.1% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.5%+8.0pp |
| Annual return | 20.51% | 145.62%-125.1pp | 109.43%-88.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $16,173 | $4,222+283.1% | $3,653+342.7% | $4,763+239.6% |
| Participant deferral / active EE | $2,026 | $4,848-58.2% | $4,238-52.2% | $5,851-65.4% |
| Admin fee / account holder | $1,640 | $7,081-76.8% | $5,795-71.7% | $11,598-85.9% |