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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 | $25,952 | $103,038-74.8% | $90,324-71.3% | $152,909-83.0% |
| Participation rate | 84.6% | 75.9%+8.7pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 16.10% | 95.25%-79.2pp | 78.15%-62.0pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,123 | $3,141-32.4% | $2,856-25.7% | $4,764-55.4% |
| Participant deferral / active EE | $3,423 | $4,282-20.1% | $3,885-11.9% | $5,851-41.5% |
| Admin fee / account holder | $16,255 | $6,177+163.2% | $5,356+203.5% | $11,601+40.1% |