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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 | $27,509 | $102,422-73.1% | $147,117-81.3% | $80,959-66.0% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.7%+6.4pp |
| Annual return | 20.73% | 135.16%-114.4pp | 420.54%-399.8pp | 35.67%-14.9pp |
| Employer contribution / active EE | $2,548 | $3,717-31.4% | $4,932-48.3% | $2,757-7.6% |
| Participant deferral / active EE | $5,501 | $6,652-17.3% | $8,065-31.8% | $4,300+27.9% |
| Admin fee / account holder | $1,142 | $7,953-85.6% | $12,993-91.2% | $6,925-83.5% |