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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 | $100,203-73.9% | $85,240-69.3% | $145,897-82.0% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 13.49% | 84.28%-70.8pp | 66.75%-53.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,106 | $3,242+26.6% | $2,735+50.1% | $4,663-11.9% |
| Participant deferral / active EE | $2,354 | $5,299-55.6% | $4,527-48.0% | $6,689-64.8% |
| Admin fee / account holder | $7,824 | $7,265+7.7% | $6,165+26.9% | $13,390-41.6% |