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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 | $27,284 | $115,810-76.4% | $101,271-73.1% | $158,966-82.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 22.11% | 56.15%-34.0pp | 46.48%-24.4pp | 302.95%-280.8pp |
| Employer contribution / active EE | $1,385 | $4,175-66.8% | $3,660-62.2% | $4,762-70.9% |
| Participant deferral / active EE | $3,294 | $4,958-33.6% | $4,371-24.6% | $5,983-45.0% |
| Admin fee / account holder | $664 | $7,248-90.8% | $5,948-88.8% | $11,250-94.1% |