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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 | $27,049 | $106,008-74.5% | $92,240-70.7% | $147,586-81.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 20.97% | 50.05%-29.1pp | 176.29%-155.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,596 | $4,333-40.1% | $3,680-29.4% | $4,876-46.8% |
| Participant deferral / active EE | $5,617 | $4,478+25.4% | $3,897+44.1% | $5,439+3.3% |
| Admin fee / account holder | $2,962 | $6,333-53.2% | $5,194-43.0% | $10,886-72.8% |