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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 | $27,942 | $110,039-74.6% | $97,260-71.3% | $145,884-80.8% |
| Participation rate | 86.7% | 75.9%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 12.86% | 244.44%-231.6pp | 75.54%-62.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,551 | $3,074-49.5% | $2,721-43.0% | $4,662-66.7% |
| Participant deferral / active EE | $5,369 | $4,674+14.9% | $4,262+26.0% | $6,690-19.7% |
| Admin fee / account holder | $3,468 | $6,204-44.1% | $5,640-38.5% | $13,392-74.1% |