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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 | $22,893 | $148,582-84.6% | $135,942-83.2% | $139,456-83.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.96% | 79.26%-55.3pp | 68.28%-44.3pp | 373.45%-349.5pp |
| Employer contribution / active EE | $3,692 | $5,245-29.6% | $4,858-24.0% | $4,753-22.3% |
| Participant deferral / active EE | $7,785 | $8,101-3.9% | $7,759+0.3% | $6,711+16.0% |
| Admin fee / account holder | $745 | $12,402-94.0% | $10,764-93.1% | $11,407-93.5% |