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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 | $25,914 | $82,674-68.7% | $125,381-79.3% | $68,486-62.2% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | 11.69% | -5.97%+17.7pp | 572.31%-560.6pp | -7.85%+19.5pp |
| Employer contribution / active EE | $4,590 | $3,382+35.7% | $4,815-4.7% | $2,597+76.8% |
| Participant deferral / active EE | $9,026 | $6,111+47.7% | $7,448+21.2% | $4,028+124.1% |
| Admin fee / account holder | $1,696 | $6,277-73.0% | $10,007-83.0% | $5,404-68.6% |