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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 | $28,177 | $63,346-55.5% | $92,240-69.5% | $70,126-59.8% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 22.48% | 530.19%-507.7pp | 176.29%-153.8pp | 73.15%-50.7pp |
| Employer contribution / active EE | $2,264 | $2,471-8.4% | $3,680-38.5% | $2,343-3.3% |
| Participant deferral / active EE | $3,288 | $2,854+15.2% | $3,897-15.6% | $3,332-1.3% |
| Admin fee / account holder | $1,246 | $3,841-67.5% | $5,194-76.0% | $4,645-73.2% |