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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 | $28,132 | $217,432-87.1% | $185,849-84.9% | $167,536-83.2% |
| Participation rate | 89.5% | 86.1%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.68% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,887 | $5,875-67.9% | $5,169-63.5% | $4,839-61.0% |
| Participant deferral / active EE | $2,805 | $6,357-55.9% | $5,569-49.6% | $6,342-55.8% |
| Admin fee / account holder | $1,777 | $19,818-91.0% | $16,244-89.1% | $12,315-85.6% |