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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 | $26,497 | $111,535-76.2% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 57.58% | 237.85%-180.3pp | 180.65%-123.1pp | 220.34%-162.8pp |
| Employer contribution / active EE | $2,644 | $3,939-32.9% | $3,689-28.3% | $4,156-36.4% |
| Participant deferral / active EE | $6,052 | $5,500+10.0% | $5,072+19.3% | $6,407-5.5% |
| Admin fee / account holder | $2,606 | $9,721-73.2% | $8,859-70.6% | $12,270-78.8% |