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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 | $26,907 | $155,555-82.7% | $146,866-81.7% | $155,188-82.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 37.47% | 115.41%-77.9pp | 102.85%-65.4pp | 148.84%-111.4pp |
| Employer contribution / active EE | $2,994 | $4,647-35.6% | $4,425-32.3% | $4,248-29.5% |
| Participant deferral / active EE | $7,329 | $8,044-8.9% | $7,759-5.6% | $6,531+12.2% |
| Admin fee / account holder | $784 | $14,755-94.7% | $13,620-94.2% | $14,480-94.6% |