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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 | $26,232 | $133,998-80.4% | $112,263-76.6% | $134,545-80.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 7.89% | 47.17%-39.3pp | 27.49%-19.6pp | 418.37%-410.5pp |
| Employer contribution / active EE | $3,813 | $4,040-5.6% | $3,636+4.9% | $4,742-19.6% |
| Participant deferral / active EE | $9,236 | $5,292+74.5% | $4,729+95.3% | $6,401+44.3% |
| Admin fee / account holder | $6,586 | $7,493-12.1% | $6,410+2.7% | $11,431-42.4% |