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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 | $28,661 | $183,592-84.4% | $155,574-81.6% | $145,877-80.4% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 18.59% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $4,171 | $5,317-21.5% | $4,676-10.8% | $4,663-10.5% |
| Participant deferral / active EE | $10,261 | $6,466+58.7% | $5,629+82.3% | $6,691+53.4% |
| Admin fee / account holder | $3,421 | $19,316-82.3% | $15,914-78.5% | $13,402-74.5% |