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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 | $24,958 | $148,582-83.2% | $135,942-81.6% | $139,456-82.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 22.61% | 79.26%-56.6pp | 68.28%-45.7pp | 373.45%-350.8pp |
| Employer contribution / active EE | $3,567 | $5,245-32.0% | $4,858-26.6% | $4,753-24.9% |
| Participant deferral / active EE | $8,132 | $8,101+0.4% | $7,759+4.8% | $6,711+21.2% |
| Admin fee / account holder | $2,045 | $12,402-83.5% | $10,764-81.0% | $11,407-82.1% |