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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 | $15,180 | $129,239-88.3% | $93,419-83.8% | $158,966-90.5% |
| Participation rate | 80.0% | 70.9%+9.1pp | 66.8%+13.2pp | 82.0%-2.0pp |
| Annual return | 24.40% | 118.21%-93.8pp | 78.05%-53.7pp | 302.95%-278.6pp |
| Employer contribution / active EE | $1,572 | $2,711-42.0% | $2,075-24.2% | $4,762-67.0% |
| Participant deferral / active EE | $5,980 | $3,909+53.0% | $3,126+91.3% | $5,9830% |
| Admin fee / account holder | $1,486 | $7,383-79.9% | $5,230-71.6% | $11,250-86.8% |