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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 | $25,189 | $56,134-55.1% | $96,171-73.8% | $85,847-70.7% |
| Participation rate | 80.6% | 56.7%+23.8pp | 68.4%+12.1pp | 69.3%+11.2pp |
| Annual return | 15.77% | 42.30%-26.5pp | 192.04%-176.3pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,479 | $1,620-8.7% | $2,799-47.1% | $2,565-42.3% |
| Participant deferral / active EE | $4,430 | $2,858+55.0% | $4,350+1.8% | $3,952+12.1% |
| Admin fee / account holder | $4,344 | $3,769+15.3% | $5,538-21.6% | $6,261-30.6% |