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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 | $26,287 | $102,429-74.3% | $147,096-82.1% | $80,925-67.5% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.6pp | 67.7%+29.2pp |
| Annual return | 20.27% | 135.02%-114.7pp | 419.75%-399.5pp | 35.65%-15.4pp |
| Employer contribution / active EE | $2,502 | $3,716-32.7% | $4,936-49.3% | $2,756-9.2% |
| Participant deferral / active EE | $5,200 | $6,649-21.8% | $8,071-35.6% | $4,299+21.0% |
| Admin fee / account holder | $2,063 | $7,957-74.1% | $13,005-84.1% | $6,940-70.3% |