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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 | $22,497 | $58,241-61.4% | $81,780-72.5% | $80,911-72.2% |
| Participation rate | 92.7% | 63.4%+29.2pp | 72.4%+20.3pp | 67.6%+25.0pp |
| Annual return | 12.51% | 41.73%-29.2pp | 776.27%-763.8pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,731 | $2,343+16.5% | $2,914-6.3% | $2,756-0.9% |
| Participant deferral / active EE | $6,542 | $3,283+99.3% | $4,321+51.4% | $4,297+52.2% |
| Admin fee / account holder | $1,447 | $4,973-70.9% | $7,384-80.4% | $6,935-79.1% |