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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 | $26,115 | $157,296-83.4% | $141,191-81.5% | $152,897-82.9% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 25.51% | 64.34%-38.8pp | 71.41%-45.9pp | 345.43%-319.9pp |
| Employer contribution / active EE | $3,552 | $5,262-32.5% | $4,736-25.0% | $4,764-25.4% |
| Participant deferral / active EE | $9,380 | $7,111+31.9% | $6,710+39.8% | $5,851+60.3% |
| Admin fee / account holder | $4,995 | $12,125-58.8% | $10,264-51.3% | $11,599-56.9% |