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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 | $27,906 | $104,924-73.4% | $84,623-67.0% | $152,885-81.7% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 17.45% | 373.82%-356.4pp | 258.77%-241.3pp | 345.39%-327.9pp |
| Employer contribution / active EE | $1,159 | $3,302-64.9% | $2,652-56.3% | $4,763-75.7% |
| Participant deferral / active EE | $5,568 | $4,689+18.8% | $3,899+42.8% | $5,851-4.8% |
| Admin fee / account holder | $8,373 | $6,242+34.1% | $4,913+70.4% | $11,598-27.8% |