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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 | $35,148 | $102,429-65.7% | $147,096-76.1% | $80,925-56.6% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.7%+19.3pp |
| Annual return | 15.39% | 135.02%-119.6pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,420 | $3,716-34.9% | $4,936-51.0% | $2,756-12.2% |
| Participant deferral / active EE | $6,846 | $6,649+3.0% | $8,071-15.2% | $4,299+59.2% |
| Admin fee / account holder | $520 | $7,957-93.5% | $13,005-96.0% | $6,940-92.5% |