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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 | $22,646 | $99,652-77.3% | $78,778-71.3% | $147,586-84.7% |
| Participation rate | 84.2% | 76.2%+8.0pp | 69.2%+15.0pp | 82.8%+1.4pp |
| Annual return | 13.98% | 47.28%-33.3pp | 35.62%-21.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,964 | $2,796-29.8% | $1,986-1.1% | $4,876-59.7% |
| Participant deferral / active EE | $3,398 | $3,664-7.3% | $2,958+14.9% | $5,439-37.5% |
| Admin fee / account holder | $10,206 | $7,155+42.6% | $5,134+98.8% | $10,886-6.2% |