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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 | $27,739 | $102,385-72.9% | $147,080-81.1% | $80,935-65.7% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 15.77% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,224 | $3,717-40.2% | $4,933-54.9% | $2,757-19.3% |
| Participant deferral / active EE | $4,893 | $6,651-26.4% | $8,066-39.3% | $4,299+13.8% |
| Admin fee / account holder | $1,427 | $7,951-82.1% | $12,989-89.0% | $6,924-79.4% |