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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 | $27,726 | $102,422-72.9% | $147,117-81.2% | $80,959-65.8% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 15.86% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,314 | $3,717-37.7% | $4,932-53.1% | $2,757-16.1% |
| Participant deferral / active EE | $3,607 | $6,652-45.8% | $8,065-55.3% | $4,300-16.1% |
| Admin fee / account holder | $1,481 | $7,953-81.4% | $12,993-88.6% | $6,925-78.6% |