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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 | $25,215 | $183,516-86.3% | $155,534-83.8% | $145,884-82.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.14% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,957 | $5,315-63.2% | $4,675-58.1% | $4,662-58.0% |
| Participant deferral / active EE | $3,010 | $6,467-53.5% | $5,630-46.5% | $6,690-55.0% |
| Admin fee / account holder | $1,626 | $19,293-91.6% | $15,900-89.8% | $13,392-87.9% |