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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 | $102,393-75.4% | $147,041-82.9% | $80,911-68.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 15.89% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $1,987 | $3,715-46.5% | $4,935-59.7% | $2,756-27.9% |
| Participant deferral / active EE | $5,748 | $6,647-13.5% | $8,071-28.8% | $4,297+33.8% |
| Admin fee / account holder | $1,072 | $7,943-86.5% | $13,006-91.8% | $6,935-84.5% |