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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 | $7,684 | $167,030-95.4% | $135,768-94.3% | $155,188-95.0% |
| Participation rate | 81.8% | 76.2%+5.7pp | 71.1%+10.7pp | 80.8%+1.0pp |
| Annual return | 24.99% | 678.39%-653.4pp | 526.10%-501.1pp | 148.84%-123.8pp |
| Employer contribution / active EE | $2,045 | $4,132-50.5% | $3,394-39.8% | $4,248-51.9% |
| Participant deferral / active EE | $2,780 | $4,528-38.6% | $3,977-30.1% | $6,531-57.4% |
| Admin fee / account holder | $2,125 | $8,172-74.0% | $7,048-69.8% | $14,480-85.3% |