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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 | $24,687 | $183,539-86.5% | $155,556-84.1% | $145,897-83.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.05% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,015 | $5,315-62.1% | $4,675-56.9% | $4,663-56.8% |
| Participant deferral / active EE | $6,133 | $6,467-5.2% | $5,631+8.9% | $6,689-8.3% |
| Admin fee / account holder | $456 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |