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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 | $24,626 | $148,623-83.4% | $135,974-81.9% | $139,466-82.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.76% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $9,301 | $5,246+77.3% | $4,859+91.4% | $4,754+95.6% |
| Participant deferral / active EE | $5,341 | $8,103-34.1% | $7,760-31.2% | $6,712-20.4% |
| Admin fee / account holder | $5,675 | $12,406-54.3% | $10,767-47.3% | $11,409-50.3% |