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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 | $25,416 | $118,877-78.6% | $96,570-73.7% | $167,536-84.8% |
| Participation rate | 77.3% | 75.5%+1.8pp | 69.8%+7.4pp | 82.1%-4.8pp |
| Annual return | 17.14% | 50.50%-33.4pp | 37.79%-20.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $3,037 | $3,121-2.7% | $2,357+28.8% | $4,839-37.2% |
| Participant deferral / active EE | $1,567 | $4,617-66.1% | $3,849-59.3% | $6,342-75.3% |
| Admin fee / account holder | $323 | $8,069-96.0% | $6,182-94.8% | $12,315-97.4% |