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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 | $26,803 | $115,814-76.9% | $101,275-73.5% | $158,982-83.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.89% | 56.16%-46.3pp | 46.48%-36.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,324 | $4,176-68.3% | $3,660-63.8% | $4,763-72.2% |
| Participant deferral / active EE | $2,124 | $4,958-57.2% | $4,371-51.4% | $5,983-64.5% |
| Admin fee / account holder | $937 | $7,249-87.1% | $5,948-84.2% | $11,252-91.7% |