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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 | $21,401 | $129,239-83.4% | $93,419-77.1% | $158,966-86.5% |
| Participation rate | 72.7% | 70.9%+1.8pp | 66.8%+5.9pp | 82.0%-9.2pp |
| Annual return | 17.53% | 118.21%-100.7pp | 78.05%-60.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,693 | $2,711-37.6% | $2,075-18.4% | $4,762-64.5% |
| Participant deferral / active EE | $2,252 | $3,909-42.4% | $3,126-28.0% | $5,983-62.4% |
| Admin fee / account holder | $2,213 | $7,383-70.0% | $5,230-57.7% | $11,250-80.3% |