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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 | $115,225-87.7% | $100,712-86.0% | $138,895-89.8% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 104.39% | 40.35%+64.0pp | 33.27%+71.1pp | 145.39%-41.0pp |
| Employer contribution / active EE | $2,726 | $2,771-1.6% | $2,313+17.9% | $4,194-35.0% |
| Participant deferral / active EE | $4,274 | $4,699-9.0% | $4,085+4.6% | $6,396-33.2% |
| Admin fee / account holder | $1,678 | $10,844-84.5% | $9,256-81.9% | $12,562-86.6% |