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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 | $102,393-72.9% | $147,041-81.1% | $80,911-65.7% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 15.77% | 134.95%-119.2pp | 419.21%-403.4pp | 35.63%-19.9pp |
| Employer contribution / active EE | $2,224 | $3,715-40.1% | $4,935-54.9% | $2,756-19.3% |
| Participant deferral / active EE | $4,893 | $6,647-26.4% | $8,071-39.4% | $4,297+13.9% |
| Admin fee / account holder | $1,427 | $7,943-82.0% | $13,006-89.0% | $6,935-79.4% |