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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 | $29,102 | $111,878-74.0% | $93,727-69.0% | $145,897-80.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.82% | 204.28%-193.5pp | 133.83%-123.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,592 | $3,092-48.5% | $2,421-34.3% | $4,663-65.9% |
| Participant deferral / active EE | $3,802 | $4,920-22.7% | $4,417-13.9% | $6,689-43.2% |
| Admin fee / account holder | $2,941 | $10,256-71.3% | $8,292-64.5% | $13,390-78.0% |