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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 | $26,874 | $97,125-72.3% | $86,233-68.8% | $137,256-80.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 15.45% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,495 | $2,841-47.4% | $2,504-40.3% | $4,156-64.0% |
| Participant deferral / active EE | $3,175 | $5,180-38.7% | $4,559-30.4% | $6,407-50.4% |
| Admin fee / account holder | $14,403 | $9,725+48.1% | $8,342+72.7% | $12,270+17.4% |