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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 | $25,954 | $100,938-74.3% | $90,461-71.3% | $158,982-83.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 6.53% | 1727.20%-1720.7pp | 1294.76%-1288.2pp | 302.99%-296.5pp |
| Employer contribution / active EE | $1,343 | $3,691-63.6% | $3,264-58.8% | $4,763-71.8% |
| Participant deferral / active EE | $3,644 | $4,350-16.2% | $3,964-8.1% | $5,983-39.1% |
| Admin fee / account holder | $9,405 | $6,510+44.5% | $5,617+67.4% | $11,252-16.4% |