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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 | $26,510 | $102,429-74.1% | $147,096-82.0% | $80,925-67.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 15.00% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,165 | $3,716-14.8% | $4,936-35.9% | $2,756+14.8% |
| Participant deferral / active EE | $3,889 | $6,649-41.5% | $8,071-51.8% | $4,299-9.5% |
| Admin fee / account holder | $856 | $7,957-89.2% | $13,005-93.4% | $6,940-87.7% |