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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 | $19,189 | $118,877-83.9% | $96,570-80.1% | $167,536-88.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 62.62% | 50.50%+12.1pp | 37.79%+24.8pp | 478.82%-416.2pp |
| Employer contribution / active EE | $3,379 | $3,121+8.3% | $2,357+43.4% | $4,839-30.2% |
| Participant deferral / active EE | $6,143 | $4,617+33.1% | $3,849+59.6% | $6,342-3.1% |
| Admin fee / account holder | $859 | $8,069-89.4% | $6,182-86.1% | $12,315-93.0% |