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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 | $25,066 | $110,039-77.2% | $97,260-74.2% | $145,884-82.8% |
| Participation rate | 77.3% | 75.9%+1.4pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 12.02% | 244.44%-232.4pp | 75.54%-63.5pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,042 | $3,074-33.6% | $2,721-24.9% | $4,662-56.2% |
| Participant deferral / active EE | $5,097 | $4,674+9.1% | $4,262+19.6% | $6,690-23.8% |
| Admin fee / account holder | $1,519 | $6,204-75.5% | $5,640-73.1% | $13,392-88.7% |