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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 | $27,308 | $157,829-82.7% | $136,867-80.0% | $198,609-86.3% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 7.73% | 51.25%-43.5pp | 42.97%-35.2pp | 202.70%-195.0pp |
| Employer contribution / active EE | $1,838 | $3,923-53.2% | $3,547-48.2% | $5,055-63.6% |
| Participant deferral / active EE | $2,563 | $5,463-53.1% | $4,924-47.9% | $6,977-63.3% |
| Admin fee / account holder | $13,449 | $11,107+21.1% | $10,340+30.1% | $19,030-29.3% |