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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 | $28,694 | $176,402-83.7% | $134,162-78.6% | $158,982-82.0% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 23.90% | 63.66%-39.8pp | 36.35%-12.4pp | 302.99%-279.1pp |
| Employer contribution / active EE | $2,663 | $5,042-47.2% | $3,705-28.1% | $4,763-44.1% |
| Participant deferral / active EE | $2,679 | $4,093-34.6% | $3,500-23.5% | $5,983-55.2% |
| Admin fee / account holder | $555 | $8,719-93.6% | $6,685-91.7% | $11,252-95.1% |