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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 | $25,653 | $63,346-59.5% | $92,240-72.2% | $70,126-63.4% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 15.69% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,898 | $2,471-23.2% | $3,680-48.4% | $2,343-19.0% |
| Participant deferral / active EE | $3,111 | $2,854+9.0% | $3,897-20.2% | $3,332-6.6% |
| Admin fee / account holder | $8,256 | $3,841+115.0% | $5,194+59.0% | $4,645+77.7% |