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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 | $17,767 | $100,073-82.2% | $85,126-79.1% | $145,877-87.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.57% | 84.11%-71.5pp | 66.63%-54.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,444 | $3,236-55.4% | $2,731-47.1% | $4,663-69.0% |
| Participant deferral / active EE | $2,093 | $5,294-60.5% | $4,523-53.7% | $6,691-68.7% |
| Admin fee / account holder | $7,242 | $7,261-0.3% | $6,160+17.6% | $13,402-46.0% |