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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 | $26,023 | $64,324-59.5% | $118,946-78.1% | $79,852-67.4% |
| Participation rate | 82.9% | 64.9%+18.1pp | 75.4%+7.5pp | 69.6%+13.3pp |
| Annual return | 13.68% | 86.45%-72.8pp | 35.89%-22.2pp | 31.72%-18.0pp |
| Employer contribution / active EE | $785 | $1,836-57.2% | $3,263-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $1,741 | $2,824-38.4% | $4,266-59.2% | $3,740-53.5% |
| Admin fee / account holder | $1,317 | $4,040-67.4% | $6,581-80.0% | $5,306-75.2% |