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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 | $17,242 | $53,128-67.5% | $86,582-80.1% | $70,126-75.4% |
| Participation rate | 93.2% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 25.72% | 27.66%-1.9pp | 965.08%-939.4pp | 73.15%-47.4pp |
| Employer contribution / active EE | $793 | $2,068-61.6% | $2,839-72.1% | $2,343-66.1% |
| Participant deferral / active EE | $1,719 | $2,695-36.2% | $3,609-52.4% | $3,332-48.4% |
| Admin fee / account holder | $5,711 | $3,584+59.4% | $4,904+16.5% | $4,645+22.9% |