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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 | $26,201 | $111,830-76.6% | $93,696-72.0% | $145,884-82.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 11.25% | 204.08%-192.8pp | 133.74%-122.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,433 | $3,093-21.3% | $2,422+0.5% | $4,662-47.8% |
| Participant deferral / active EE | $3,540 | $4,920-28.0% | $4,417-19.8% | $6,690-47.1% |
| Admin fee / account holder | $4,560 | $10,249-55.5% | $8,287-45.0% | $13,392-66.0% |