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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 | $22,102 | $111,535-80.2% | $105,223-79.0% | $137,256-83.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 15.91% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,566 | $3,939-9.5% | $3,689-3.3% | $4,156-14.2% |
| Participant deferral / active EE | $8,219 | $5,500+49.4% | $5,072+62.1% | $6,407+28.3% |
| Admin fee / account holder | $19,069 | $9,721+96.2% | $8,859+115.3% | $12,270+55.4% |