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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 | $24,735 | $107,941-77.1% | $91,994-73.1% | $152,909-83.8% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.5%+2.2pp |
| Annual return | 19.56% | 89.28%-69.7pp | 69.04%-49.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $707 | $4,212-83.2% | $3,453-79.5% | $4,764-85.2% |
| Participant deferral / active EE | $3,663 | $6,366-42.4% | $5,924-38.2% | $5,851-37.4% |
| Admin fee / account holder | $8,705 | $10,521-17.3% | $7,744+12.4% | $11,601-25.0% |