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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 | $27,550 | $102,638-73.2% | $81,991-66.4% | $158,966-82.7% |
| Participation rate | 90.5% | 75.5%+14.9pp | 69.3%+21.2pp | 82.0%+8.5pp |
| Annual return | 16.72% | 61.05%-44.3pp | 41.31%-24.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $2,928 | $3,241-9.6% | $2,498+17.2% | $4,762-38.5% |
| Participant deferral / active EE | $5,188 | $4,649+11.6% | $3,722+39.4% | $5,983-13.3% |
| Admin fee / account holder | $1,273 | $8,237-84.5% | $5,665-77.5% | $11,250-88.7% |