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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 | $25,296 | $102,638-75.4% | $81,991-69.1% | $158,966-84.1% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 10.84% | 61.05%-50.2pp | 41.31%-30.5pp | 302.95%-292.1pp |
| Employer contribution / active EE | $3,889 | $3,241+20.0% | $2,498+55.7% | $4,762-18.3% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,176 | $8,237-73.6% | $5,665-61.6% | $11,250-80.7% |