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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 | $26,464 | $148,623-82.2% | $135,974-80.5% | $139,466-81.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 24.53% | 79.30%-54.8pp | 68.30%-43.8pp | 373.66%-349.1pp |
| Employer contribution / active EE | $3,122 | $5,246-40.5% | $4,859-35.8% | $4,754-34.3% |
| Participant deferral / active EE | $6,818 | $8,103-15.9% | $7,760-12.1% | $6,712+1.6% |
| Admin fee / account holder | $319 | $12,406-97.4% | $10,767-97.0% | $11,409-97.2% |