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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 | $102,422-74.1% | $147,117-82.0% | $80,959-67.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 15.00% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,165 | $3,717-14.9% | $4,932-35.8% | $2,757+14.8% |
| Participant deferral / active EE | $3,889 | $6,652-41.5% | $8,065-51.8% | $4,300-9.6% |
| Admin fee / account holder | $856 | $7,953-89.2% | $12,993-93.4% | $6,925-87.6% |