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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 | $26,194 | $99,921-73.8% | $85,009-69.2% | $145,959-82.1% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 13.49% | 83.89%-70.4pp | 66.47%-53.0pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,106 | $3,233+27.0% | $2,728+50.5% | $4,661-11.9% |
| Participant deferral / active EE | $2,354 | $5,293-55.5% | $4,522-47.9% | $6,689-64.8% |
| Admin fee / account holder | $7,824 | $7,252+7.9% | $6,153+27.2% | $13,398-41.6% |