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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 | $27,817 | $125,184-77.8% | $105,607-73.7% | $145,884-80.9% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 28.76% | 225.00%-196.2pp | 116.11%-87.3pp | 551.85%-523.1pp |
| Employer contribution / active EE | $2,798 | $3,720-24.8% | $3,167-11.7% | $4,662-40.0% |
| Participant deferral / active EE | $13,872 | $5,714+142.8% | $5,011+176.8% | $6,690+107.4% |
| Admin fee / account holder | $1,480 | $17,133-91.4% | $10,958-86.5% | $13,392-88.9% |