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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 | $27,409 | $95,415-71.3% | $185,851-85.3% | $85,851-68.1% |
| Participation rate | 88.6% | 68.8%+19.8pp | 81.7%+6.9pp | 69.3%+19.3pp |
| Annual return | 17.62% | 23.59%-6.0pp | 122.11%-104.5pp | 318.63%-301.0pp |
| Employer contribution / active EE | $2,497 | $3,314-24.7% | $5,168-51.7% | $2,565-2.7% |
| Participant deferral / active EE | $2,825 | $3,424-17.5% | $5,569-49.3% | $3,952-28.5% |
| Admin fee / account holder | $1,240 | $7,215-82.8% | $16,245-92.4% | $6,261-80.2% |