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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 | $20,582 | $107,368-80.8% | $92,915-77.8% | $152,909-86.5% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.5%+7.0pp |
| Annual return | 18.76% | 145.64%-126.9pp | 109.45%-90.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,993 | $4,222+41.9% | $3,653+64.0% | $4,764+25.8% |
| Participant deferral / active EE | $1,442 | $4,848-70.3% | $4,238-66.0% | $5,851-75.4% |
| Admin fee / account holder | $4,472 | $7,082-36.9% | $5,796-22.8% | $11,601-61.5% |