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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 | $24,180 | $100,004-75.8% | $81,438-70.3% | $145,959-83.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 7.93% | 34.34%-26.4pp | 24.74%-16.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $3,192 | $2,970+7.5% | $2,460+29.7% | $4,661-31.5% |
| Participant deferral / active EE | $4,527 | $4,603-1.7% | $3,883+16.6% | $6,689-32.3% |
| Admin fee / account holder | $4,213 | $8,202-48.6% | $5,764-26.9% | $13,398-68.6% |