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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 | $25,497 | $102,429-75.1% | $147,096-82.7% | $80,925-68.5% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 27.59% | 135.02%-107.4pp | 419.75%-392.2pp | 35.65%-8.1pp |
| Employer contribution / active EE | $1,927 | $3,716-48.1% | $4,936-61.0% | $2,756-30.1% |
| Participant deferral / active EE | $6,109 | $6,649-8.1% | $8,071-24.3% | $4,299+42.1% |
| Admin fee / account holder | $2,205 | $7,957-72.3% | $13,005-83.0% | $6,940-68.2% |