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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 | $27,185 | $85,766-68.3% | $136,298-80.1% | $70,126-61.2% |
| Participation rate | 75.9% | 74.2%+1.7pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 21.86% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $2,130 | $2,966-28.2% | $4,696-54.6% | $2,343-9.1% |
| Participant deferral / active EE | $6,032 | $5,051+19.4% | $6,247-3.4% | $3,332+81.0% |
| Admin fee / account holder | $1,483 | $5,421-72.6% | $9,244-84.0% | $4,645-68.1% |