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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 | $27,706 | $100,139-72.3% | $85,187-67.5% | $145,884-81.0% |
| Participation rate | 78.9% | 74.1%+4.9pp | 67.5%+11.4pp | 80.3%-1.4pp |
| Annual return | 12.89% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,616 | $3,238-19.2% | $2,732-4.3% | $4,662-43.9% |
| Participant deferral / active EE | $4,732 | $5,296-10.6% | $4,525+4.6% | $6,690-29.3% |
| Admin fee / account holder | $455 | $7,262-93.7% | $6,162-92.6% | $13,392-96.6% |