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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 | $27,010 | $176,105-84.7% | $159,474-83.1% | $167,536-83.9% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 18.78% | 331.91%-313.1pp | 263.68%-244.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $2,643 | $5,299-50.1% | $4,831-45.3% | $4,839-45.4% |
| Participant deferral / active EE | $6,850 | $7,751-11.6% | $7,353-6.8% | $6,342+8.0% |
| Admin fee / account holder | $4,366 | $12,559-65.2% | $10,802-59.6% | $12,315-64.5% |