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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 | $27,238 | $107,353-74.6% | $92,903-70.7% | $152,885-82.2% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.5%+13.4pp |
| Annual return | 23.41% | 145.62%-122.2pp | 109.43%-86.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $4,279 | $4,222+1.3% | $3,653+17.1% | $4,763-10.2% |
| Participant deferral / active EE | $4,199 | $4,848-13.4% | $4,238-0.9% | $5,851-28.2% |
| Admin fee / account holder | $414 | $7,081-94.2% | $5,795-92.9% | $11,598-96.4% |