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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 | $25,143 | $102,422-75.5% | $147,117-82.9% | $80,959-68.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 15.89% | 135.16%-119.3pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,987 | $3,717-46.6% | $4,932-59.7% | $2,757-27.9% |
| Participant deferral / active EE | $5,748 | $6,652-13.6% | $8,065-28.7% | $4,300+33.7% |
| Admin fee / account holder | $1,072 | $7,953-86.5% | $12,993-91.8% | $6,925-84.5% |