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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 | $28,489 | $111,535-74.5% | $105,223-72.9% | $137,256-79.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.52% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,181 | $3,939-70.0% | $3,689-68.0% | $4,156-71.6% |
| Participant deferral / active EE | $1,603 | $5,500-70.9% | $5,072-68.4% | $6,407-75.0% |
| Admin fee / account holder | $4,263 | $9,721-56.2% | $8,859-51.9% | $12,270-65.3% |