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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 | $23,348 | $107,353-78.3% | $92,903-74.9% | $152,885-84.7% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 21.42% | 145.62%-124.2pp | 109.43%-88.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $11,790 | $4,222+179.3% | $3,653+222.7% | $4,763+147.5% |
| Participant deferral / active EE | $5,341 | $4,848+10.2% | $4,238+26.0% | $5,851-8.7% |
| Admin fee / account holder | $845 | $7,081-88.1% | $5,795-85.4% | $11,598-92.7% |