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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 | $27,927 | $65,575-57.4% | $86,209-67.6% | $75,181-62.9% |
| Participation rate | 78.0% | 60.5%+17.5pp | 69.0%+9.0pp | 67.2%+10.8pp |
| Annual return | 15.40% | 46.07%-30.7pp | 1169.05%-1153.6pp | 160.69%-145.3pp |
| Employer contribution / active EE | $929 | $1,553-40.2% | $2,381-61.0% | $2,671-65.2% |
| Participant deferral / active EE | $1,809 | $3,023-40.2% | $3,986-54.6% | $4,126-56.1% |
| Admin fee / account holder | $2,127 | $5,470-61.1% | $6,853-69.0% | $5,650-62.4% |