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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 | $47,157 | $152,592-69.1% | $125,180-62.3% | $152,885-69.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 24.49% | 54.84%-30.3pp | 43.79%-19.3pp | 345.39%-320.9pp |
| Employer contribution / active EE | $2,223 | $4,947-55.1% | $3,866-42.5% | $4,763-53.3% |
| Participant deferral / active EE | $3,649 | $5,868-37.8% | $4,937-26.1% | $5,851-37.6% |
| Admin fee / account holder | $543 | $13,435-96.0% | $9,703-94.4% | $11,598-95.3% |