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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 | $28,000 | $208,088-86.5% | $186,193-85.0% | $154,746-81.9% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.1%+4.1pp | 80.7%+0.5pp |
| Annual return | 21.27% | 89.97%-68.7pp | 78.03%-56.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,563 | $7,078+6.9% | $6,513+16.1% | $6,730+12.4% |
| Admin fee / account holder | $640 | $11,698-94.5% | $11,058-94.2% | $14,365-95.5% |