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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 | $24,366 | $102,638-76.3% | $81,991-70.3% | $158,966-84.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 19.45% | 61.05%-41.6pp | 41.31%-21.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $945 | $3,241-70.8% | $2,498-62.2% | $4,762-80.2% |
| Participant deferral / active EE | $5,919 | $4,649+27.3% | $3,722+59.0% | $5,983-1.1% |
| Admin fee / account holder | $325 | $8,237-96.1% | $5,665-94.3% | $11,250-97.1% |