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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 | $27,978 | $115,810-75.8% | $101,271-72.4% | $158,966-82.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 26.27% | 56.15%-29.9pp | 46.48%-20.2pp | 302.95%-276.7pp |
| Employer contribution / active EE | $1,966 | $4,175-52.9% | $3,660-46.3% | $4,762-58.7% |
| Participant deferral / active EE | $5,825 | $4,958+17.5% | $4,371+33.3% | $5,983-2.6% |
| Admin fee / account holder | $321 | $7,248-95.6% | $5,948-94.6% | $11,250-97.1% |