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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 | $26,270 | $61,125-57.0% | $94,057-72.1% | $87,485-70.0% |
| Participation rate | 85.5% | 64.1%+21.5pp | 73.3%+12.2pp | 68.9%+16.6pp |
| Annual return | 16.66% | 35.20%-18.5pp | 480.62%-464.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $4,023 | $2,136+88.3% | $2,933+37.2% | $2,596+54.9% |
| Participant deferral / active EE | $1,025 | $3,260-68.6% | $4,709-78.2% | $4,274-76.0% |
| Admin fee / account holder | $1,332 | $5,629-76.3% | $7,244-81.6% | $7,775-82.9% |