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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 | $24,907 | $97,125-74.4% | $86,233-71.1% | $137,256-81.9% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 20.44% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,297 | $2,841-19.1% | $2,504-8.3% | $4,156-44.7% |
| Participant deferral / active EE | $4,854 | $5,180-6.3% | $4,559+6.5% | $6,407-24.2% |
| Admin fee / account holder | $2,529 | $9,725-74.0% | $8,342-69.7% | $12,270-79.4% |