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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 | $29,337 | $69,118-57.6% | $53,647-45.3% | $138,895-78.9% |
| Participation rate | 71.4% | 64.0%+7.5pp | 56.3%+15.1pp | 79.9%-8.5pp |
| Annual return | 23.82% | 248.26%-224.4pp | 358.33%-334.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,179 | $1,189-0.9% | $962+22.5% | $4,194-71.9% |
| Participant deferral / active EE | $5,894 | $2,274+159.2% | $1,813+225.1% | $6,396-7.8% |
| Admin fee / account holder | $344 | $2,724-87.4% | $2,460-86.0% | $12,562-97.3% |