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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 | $25,900 | $126,113-79.5% | $116,096-77.7% | $155,188-83.3% |
| Participation rate | 81.8% | 75.1%+6.7pp | 73.3%+8.5pp | 80.8%+1.0pp |
| Annual return | 20.10% | 391.72%-371.6pp | 326.25%-306.1pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,565 | $2,672+33.4% | $2,503+42.4% | $4,248-16.1% |
| Participant deferral / active EE | $7,188 | $4,162+72.7% | $3,952+81.9% | $6,531+10.1% |
| Admin fee / account holder | $4,424 | $8,045-45.0% | $7,704-42.6% | $14,480-69.4% |