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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 | $29,257 | $123,854-76.4% | $69,623-58.0% | $145,884-79.9% |
| Participation rate | 78.6% | 69.2%+9.3pp | 66.4%+12.1pp | 80.3%-1.7pp |
| Annual return | 11.47% | 192.35%-180.9pp | 101.23%-89.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,469 | $2,673-45.0% | $1,709-14.0% | $4,662-68.5% |
| Participant deferral / active EE | $1,850 | $4,242-56.4% | $2,890-36.0% | $6,690-72.4% |
| Admin fee / account holder | $4,446 | $7,822-43.2% | $4,696-5.3% | $13,392-66.8% |