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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 | $26,588 | $103,008-74.2% | $90,304-70.6% | $152,897-82.6% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.5%-3.3pp |
| Annual return | 17.63% | 95.22%-77.6pp | 78.13%-60.5pp | 345.43%-327.8pp |
| Employer contribution / active EE | $689 | $3,139-78.0% | $2,855-75.9% | $4,764-85.5% |
| Participant deferral / active EE | $3,647 | $4,281-14.8% | $3,885-6.1% | $5,851-37.7% |
| Admin fee / account holder | $1,537 | $6,175-75.1% | $5,354-71.3% | $11,599-86.7% |