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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 | $28,689 | $51,638-44.4% | $68,368-58.0% | $82,448-65.2% |
| Participation rate | 83.8% | 63.6%+20.2pp | 73.8%+10.0pp | 68.1%+15.7pp |
| Annual return | 14.74% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,723 | $2,047+33.0% | $2,649+2.8% | $2,551+6.7% |
| Participant deferral / active EE | $1,500 | $2,914-48.5% | $4,123-63.6% | $4,139-63.8% |
| Admin fee / account holder | $1,342 | $4,643-71.1% | $5,150-73.9% | $7,234-81.4% |