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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 | $26,050 | $106,918-75.6% | $84,021-69.0% | $152,897-83.0% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.5%+12.5pp |
| Annual return | 23.63% | 105.01%-81.4pp | 71.32%-47.7pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,288 | $2,735-52.9% | $1,984-35.1% | $4,764-73.0% |
| Participant deferral / active EE | $3,259 | $4,012-18.8% | $3,239+0.6% | $5,851-44.3% |
| Admin fee / account holder | $5,428 | $8,288-34.5% | $6,102-11.0% | $11,599-53.2% |