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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 | $26,688 | $63,346-57.9% | $92,240-71.1% | $70,126-61.9% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 22.51% | 530.19%-507.7pp | 176.29%-153.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,414 | $2,471-42.8% | $3,680-61.6% | $2,343-39.7% |
| Participant deferral / active EE | $3,184 | $2,854+11.6% | $3,897-18.3% | $3,332-4.4% |
| Admin fee / account holder | $2,730 | $3,841-28.9% | $5,194-47.4% | $4,645-41.2% |