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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 | $26,018 | $93,586-72.2% | $135,925-80.9% | $75,173-65.4% |
| Participation rate | 72.3% | 75.2%-2.9pp | 81.9%-9.6pp | 67.2%+5.1pp |
| Annual return | 89.45% | 30.90%+58.5pp | 68.25%+21.2pp | 160.65%-71.2pp |
| Employer contribution / active EE | $3,330 | $3,537-5.9% | $4,857-31.4% | $2,670+24.7% |
| Participant deferral / active EE | $6,584 | $6,405+2.8% | $7,759-15.1% | $4,126+59.6% |
| Admin fee / account holder | $3,124 | $6,977-55.2% | $10,764-71.0% | $5,651-44.7% |