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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 | $25,844 | $107,030-75.9% | $73,550-64.9% | $147,586-82.5% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 14.97% | 38.25%-23.3pp | -15.16%+30.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $5,890 | $1,760+234.6% | $1,219+383.1% | $4,876+20.8% |
| Participant deferral / active EE | $2,813 | $2,458+14.4% | $1,804+55.9% | $5,439-48.3% |
| Admin fee / account holder | $419 | $3,055-86.3% | $2,320-81.9% | $10,886-96.1% |