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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 | $25,559 | $165,939-84.6% | $122,354-79.1% | $147,586-82.7% |
| Participation rate | 95.2% | 79.6%+15.7pp | 71.6%+23.6pp | 82.8%+12.4pp |
| Annual return | 23.80% | 34.56%-10.8pp | 30.28%-6.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $3,634 | $5,754-36.9% | $4,051-10.3% | $4,876-25.5% |
| Participant deferral / active EE | $7,628 | $4,005+90.4% | $3,287+132.0% | $5,439+40.2% |
| Admin fee / account holder | $1,103 | $7,425-85.1% | $5,479-79.9% | $10,886-89.9% |