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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 | $28,733 | $103,008-72.1% | $90,304-68.2% | $152,897-81.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 27.90% | 95.22%-67.3pp | 78.13%-50.2pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,242 | $3,139-60.4% | $2,855-56.5% | $4,764-73.9% |
| Participant deferral / active EE | $6,702 | $4,281+56.5% | $3,885+72.5% | $5,851+14.5% |
| Admin fee / account holder | $547 | $6,175-91.1% | $5,354-89.8% | $11,599-95.3% |