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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 | $22,153 | $148,629-85.1% | $135,982-83.7% | $139,487-84.1% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 26.74% | 79.33%-52.6pp | 68.32%-41.6pp | 373.84%-347.1pp |
| Employer contribution / active EE | $1,444 | $5,247-72.5% | $4,859-70.3% | $4,755-69.6% |
| Participant deferral / active EE | $10,236 | $8,102+26.3% | $7,760+31.9% | $6,713+52.5% |
| Admin fee / account holder | $2,560 | $12,406-79.4% | $10,767-76.2% | $11,407-77.6% |