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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 | $27,151 | $183,539-85.2% | $155,556-82.5% | $145,897-81.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.30% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,675 | $5,315-68.5% | $4,675-64.2% | $4,663-64.1% |
| Participant deferral / active EE | $4,198 | $6,467-35.1% | $5,631-25.4% | $6,689-37.2% |
| Admin fee / account holder | $7,180 | $19,275-62.7% | $15,885-54.8% | $13,390-46.4% |