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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 | $25,874 | $85,171-69.6% | $172,752-85.0% | $72,975-64.5% |
| Participation rate | 75.9% | 70.1%+5.8pp | 82.6%-6.7pp | 69.5%+6.4pp |
| Annual return | 23.37% | 27.32%-4.0pp | 802.97%-779.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $873 | $3,324-73.7% | $5,144-83.0% | $2,440-64.2% |
| Participant deferral / active EE | $2,709 | $3,260-16.9% | $5,198-47.9% | $3,608-24.9% |
| Admin fee / account holder | $2,426 | $5,880-58.7% | $13,955-82.6% | $5,124-52.6% |