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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 | $24,196 | $51,638-53.1% | $68,368-64.6% | $82,448-70.7% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 23.22% | 37.53%-14.3pp | 292.57%-269.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $4,936 | $2,047+141.2% | $2,649+86.4% | $2,551+93.5% |
| Participant deferral / active EE | $6,807 | $2,914+133.6% | $4,123+65.1% | $4,139+64.5% |
| Admin fee / account holder | $1,200 | $4,643-74.2% | $5,150-76.7% | $7,234-83.4% |