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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 | $18,073 | $109,344-83.5% | $89,400-79.8% | $158,950-88.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 24.67% | 345.73%-321.1pp | 245.64%-221.0pp | 302.91%-278.2pp |
| Employer contribution / active EE | $2,377 | $3,170-25.0% | $2,586-8.1% | $4,762-50.1% |
| Participant deferral / active EE | $4,289 | $4,599-6.7% | $3,890+10.3% | $5,983-28.3% |
| Admin fee / account holder | $546 | $6,154-91.1% | $4,882-88.8% | $11,248-95.2% |