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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 | $27,229 | $98,776-72.4% | $149,745-81.8% | $79,856-65.9% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 39.93% | 27.38%+12.6pp | 276.72%-236.8pp | 31.71%+8.2pp |
| Employer contribution / active EE | $2,883 | $3,217-10.4% | $4,646-37.9% | $2,471+16.7% |
| Participant deferral / active EE | $6,361 | $5,681+12.0% | $6,843-7.0% | $3,741+70.1% |
| Admin fee / account holder | $6,503 | $6,053+7.4% | $9,312-30.2% | $5,306+22.6% |