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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 | $24,584 | $105,198-76.6% | $159,455-84.6% | $85,856-71.4% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 14.44% | 45.08%-30.6pp | 263.63%-249.2pp | 318.58%-304.1pp |
| Employer contribution / active EE | $2,008 | $3,319-39.5% | $4,830-58.4% | $2,565-21.7% |
| Participant deferral / active EE | $4,904 | $5,946-17.5% | $7,353-33.3% | $3,952+24.1% |
| Admin fee / account holder | $894 | $6,934-87.1% | $10,800-91.7% | $6,261-85.7% |