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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 | $24,817 | $105,200-76.4% | $159,474-84.4% | $85,847-71.1% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.8%-12.4pp | 69.3%+1.1pp |
| Annual return | 14.36% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,534 | $3,319-53.8% | $4,831-68.2% | $2,565-40.2% |
| Participant deferral / active EE | $3,620 | $5,946-39.1% | $7,353-50.8% | $3,952-8.4% |
| Admin fee / account holder | $7,988 | $6,934+15.2% | $10,802-26.1% | $6,261+27.6% |