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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 | $19,557 | $85,171-77.0% | $172,753-88.7% | $72,976-73.2% |
| Participation rate | 72.7% | 70.1%+2.7pp | 82.6%-9.9pp | 69.5%+3.2pp |
| Annual return | 21.68% | 27.32%-5.6pp | 803.00%-781.3pp | 81.02%-59.3pp |
| Employer contribution / active EE | $4,007 | $3,324+20.5% | $5,144-22.1% | $2,440+64.2% |
| Participant deferral / active EE | $2,049 | $3,260-37.2% | $5,198-60.6% | $3,608-43.2% |
| Admin fee / account holder | $341 | $5,880-94.2% | $13,956-97.6% | $5,124-93.4% |