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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 | $15,747 | $109,967-85.7% | $97,197-83.8% | $145,877-89.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 25.35% | 244.27%-218.9pp | 75.47%-50.1pp | 551.28%-525.9pp |
| Employer contribution / active EE | $1,472 | $3,077-52.2% | $2,723-46.0% | $4,663-68.4% |
| Participant deferral / active EE | $4,408 | $4,676-5.7% | $4,263+3.4% | $6,691-34.1% |
| Admin fee / account holder | $730 | $6,199-88.2% | $5,637-87.1% | $13,402-94.6% |