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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 | $26,937 | $95,415-71.8% | $185,851-85.5% | $85,851-68.6% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 28.87% | 23.59%+5.3pp | 122.11%-93.2pp | 318.63%-289.8pp |
| Employer contribution / active EE | $957 | $3,314-71.1% | $5,168-81.5% | $2,565-62.7% |
| Participant deferral / active EE | $2,453 | $3,424-28.4% | $5,569-56.0% | $3,952-37.9% |
| Admin fee / account holder | $12,368 | $7,215+71.4% | $16,245-23.9% | $6,261+97.5% |