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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 | $24,511 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 18.35% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,149 | $4,804-13.6% | $4,554-8.9% | $4,156-0.2% |
| Participant deferral / active EE | $7,209 | $8,216-12.3% | $7,897-8.7% | $6,407+12.5% |
| Admin fee / account holder | $967 | $14,344-93.3% | $13,129-92.6% | $12,270-92.1% |