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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 | $25,568 | $112,112-77.2% | $95,956-73.4% | $158,950-83.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.59% | 171.15%-153.6pp | 91.63%-74.0pp | 302.91%-285.3pp |
| Employer contribution / active EE | $962 | $3,199-69.9% | $2,541-62.2% | $4,762-79.8% |
| Participant deferral / active EE | $3,448 | $4,784-27.9% | $4,167-17.2% | $5,983-42.4% |
| Admin fee / account holder | $5,140 | $10,134-49.3% | $6,797-24.4% | $11,248-54.3% |