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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 | $16,525 | $104,937-84.3% | $84,628-80.5% | $152,897-89.2% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 24.36% | 373.88%-349.5pp | 258.80%-234.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $2,819 | $3,303-14.7% | $2,653+6.2% | $4,764-40.8% |
| Participant deferral / active EE | $3,810 | $4,690-18.8% | $3,900-2.3% | $5,851-34.9% |
| Admin fee / account holder | $575 | $6,243-90.8% | $4,914-88.3% | $11,599-95.0% |