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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 | $26,874 | $125,190-78.5% | $105,624-74.6% | $145,897-81.6% |
| Participation rate | 79.2% | 77.6%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 11.56% | 225.22%-213.7pp | 116.20%-104.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,167 | $3,720+12.0% | $3,168+31.5% | $4,663-10.6% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,226 | $17,138-87.0% | $10,961-79.7% | $13,390-83.4% |