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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 | $26,700 | $104,924-74.6% | $84,623-68.4% | $152,885-82.5% |
| Participation rate | 86.7% | 74.8%+11.8pp | 68.2%+18.4pp | 82.5%+4.2pp |
| Annual return | 25.86% | 373.82%-348.0pp | 258.77%-232.9pp | 345.39%-319.5pp |
| Employer contribution / active EE | $821 | $3,302-75.1% | $2,652-69.1% | $4,763-82.8% |
| Participant deferral / active EE | $3,276 | $4,689-30.1% | $3,899-16.0% | $5,851-44.0% |
| Admin fee / account holder | $9,205 | $6,242+47.5% | $4,913+87.4% | $11,598-20.6% |