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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 | $24,290 | $124,330-80.5% | $109,173-77.8% | $167,536-85.5% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 17.68% | 26.04%-8.4pp | 25.75%-8.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $4,919 | $4,209+16.9% | $3,723+32.1% | $4,839+1.7% |
| Participant deferral / active EE | $8,051 | $5,256+53.2% | $4,654+73.0% | $6,342+26.9% |
| Admin fee / account holder | $1,170 | $7,974-85.3% | $6,755-82.7% | $12,315-90.5% |