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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 | $23,965 | $102,638-76.7% | $81,982-70.8% | $158,982-84.9% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.3%+15.7pp | 82.0%+3.0pp |
| Annual return | 8.76% | 61.05%-52.3pp | 41.31%-32.6pp | 302.99%-294.2pp |
| Employer contribution / active EE | $942 | $3,241-70.9% | $2,498-62.3% | $4,763-80.2% |
| Participant deferral / active EE | $1,105 | $4,649-76.2% | $3,722-70.3% | $5,983-81.5% |
| Admin fee / account holder | $11,956 | $8,237+45.1% | $5,665+111.1% | $11,252+6.3% |