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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 | $20,670 | $63,342-67.4% | $92,236-77.6% | $70,131-70.5% |
| Participation rate | 79.8% | 68.7%+11.1pp | 76.5%+3.3pp | 69.5%+10.2pp |
| Annual return | 20.61% | 530.15%-509.5pp | 176.29%-155.7pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,992 | $2,471-19.4% | $3,679-45.9% | $2,342-15.0% |
| Participant deferral / active EE | $4,017 | $2,854+40.8% | $3,897+3.1% | $3,332+20.6% |
| Admin fee / account holder | $2,732 | $3,840-28.9% | $5,194-47.4% | $4,645-41.2% |