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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 | $27,204 | $63,346-57.1% | $92,240-70.5% | $70,126-61.2% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 13.67% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $883 | $2,471-64.3% | $3,680-76.0% | $2,343-62.3% |
| Participant deferral / active EE | $1,271 | $2,854-55.4% | $3,897-67.4% | $3,332-61.8% |
| Admin fee / account holder | $3,035 | $3,841-21.0% | $5,194-41.6% | $4,645-34.7% |