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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 | $29,705 | $115,796-74.3% | $101,264-70.7% | $158,950-81.3% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 21.42% | 56.15%-34.7pp | 46.48%-25.1pp | 302.91%-281.5pp |
| Employer contribution / active EE | $2,575 | $4,175-38.3% | $3,660-29.6% | $4,762-45.9% |
| Participant deferral / active EE | $4,710 | $4,958-5.0% | $4,370+7.8% | $5,983-21.3% |
| Admin fee / account holder | $1,068 | $7,247-85.3% | $5,947-82.0% | $11,248-90.5% |