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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 | $14,135 | $112,729-87.5% | $98,716-85.7% | $137,256-89.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 104.39% | 38.48%+65.9pp | 31.81%+72.6pp | 220.34%-115.9pp |
| Employer contribution / active EE | $2,726 | $2,7250% | $2,279+19.6% | $4,156-34.4% |
| Participant deferral / active EE | $4,274 | $4,640-7.9% | $4,048+5.6% | $6,407-33.3% |
| Admin fee / account holder | $1,678 | $10,129-83.4% | $8,703-80.7% | $12,270-86.3% |