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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 | $27,056 | $63,346-57.3% | $92,240-70.7% | $70,126-61.4% |
| Participation rate | 89.5% | 68.7%+20.8pp | 76.5%+13.0pp | 69.5%+19.9pp |
| Annual return | 12.62% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $3,748 | $2,471+51.7% | $3,680+1.9% | $2,343+60.0% |
| Participant deferral / active EE | $1,486 | $2,854-47.9% | $3,897-61.9% | $3,332-55.4% |
| Admin fee / account holder | $2,764 | $3,841-28.0% | $5,194-46.8% | $4,645-40.5% |