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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 | $25,471 | $109,372-76.7% | $89,414-71.5% | $158,966-84.0% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 17.72% | 345.55%-327.8pp | 245.50%-227.8pp | 302.95%-285.2pp |
| Employer contribution / active EE | $3,812 | $3,171+20.2% | $2,586+47.4% | $4,762-20.0% |
| Participant deferral / active EE | $5,814 | $4,598+26.4% | $3,890+49.5% | $5,983-2.8% |
| Admin fee / account holder | $785 | $6,156-87.3% | $4,883-83.9% | $11,250-93.0% |