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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 | $148,582-83.4% | $135,942-81.9% | $139,456-82.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.76% | 79.26%-62.5pp | 68.28%-51.5pp | 373.45%-356.7pp |
| Employer contribution / active EE | $9,301 | $5,245+77.3% | $4,858+91.5% | $4,753+95.7% |
| Participant deferral / active EE | $5,341 | $8,101-34.1% | $7,759-31.2% | $6,711-20.4% |
| Admin fee / account holder | $5,675 | $12,402-54.2% | $10,764-47.3% | $11,407-50.3% |