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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 | $16,808 | $183,539-90.8% | $155,556-89.2% | $145,897-88.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.65% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,121 | $5,315-41.3% | $4,675-33.2% | $4,663-33.1% |
| Participant deferral / active EE | $5,782 | $6,467-10.6% | $5,631+2.7% | $6,689-13.6% |
| Admin fee / account holder | $665 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |