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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 | $26,025 | $106,905-75.7% | $84,020-69.0% | $152,885-83.0% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.5%+4.2pp |
| Annual return | 27.53% | 105.00%-77.5pp | 71.31%-43.8pp | 345.39%-317.9pp |
| Employer contribution / active EE | $1,748 | $2,735-36.1% | $1,984-11.9% | $4,763-63.3% |
| Participant deferral / active EE | $2,178 | $4,012-45.7% | $3,239-32.8% | $5,851-62.8% |
| Admin fee / account holder | $3,970 | $8,287-52.1% | $6,101-34.9% | $11,598-65.8% |