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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 | $26,655 | $69,118-61.4% | $53,647-50.3% | $138,895-80.8% |
| Participation rate | 79.2% | 64.0%+15.2pp | 56.3%+22.9pp | 79.9%-0.8pp |
| Annual return | 22.63% | 248.26%-225.6pp | 358.33%-335.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $4,426 | $1,189+272.1% | $962+360.1% | $4,194+5.5% |
| Participant deferral / active EE | $4,331 | $2,274+90.5% | $1,813+138.9% | $6,396-32.3% |
| Admin fee / account holder | $1,437 | $2,724-47.2% | $2,460-41.6% | $12,562-88.6% |