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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 | $18,976 | $82,678-77.0% | $125,391-84.9% | $68,490-72.3% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | 18.82% | -5.97%+24.8pp | 572.41%-553.6pp | -7.85%+26.7pp |
| Employer contribution / active EE | $4,250 | $3,382+25.7% | $4,816-11.7% | $2,597+63.7% |
| Participant deferral / active EE | $7,692 | $6,111+25.9% | $7,448+3.3% | $4,028+91.0% |
| Admin fee / account holder | $4,654 | $6,277-25.9% | $10,009-53.5% | $5,403-13.9% |