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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 | $21,197 | $99,652-78.7% | $78,778-73.1% | $147,586-85.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.2%+25.5pp | 82.8%+11.9pp |
| Annual return | 20.58% | 47.28%-26.7pp | 35.62%-15.0pp | 578.59%-558.0pp |
| Employer contribution / active EE | $2,600 | $2,796-7.0% | $1,986+31.0% | $4,876-46.7% |
| Participant deferral / active EE | $5,824 | $3,664+59.0% | $2,958+96.9% | $5,439+7.1% |
| Admin fee / account holder | $463 | $7,155-93.5% | $5,134-91.0% | $10,886-95.7% |