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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 | $27,533 | $183,516-85.0% | $155,534-82.3% | $145,884-81.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.32% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,259 | $5,315-76.3% | $4,675-73.1% | $4,662-73.0% |
| Participant deferral / active EE | $2,271 | $6,467-64.9% | $5,630-59.7% | $6,690-66.1% |
| Admin fee / account holder | $3,341 | $19,293-82.7% | $15,900-79.0% | $13,392-75.1% |