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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 | $28,086 | $103,008-72.7% | $90,304-68.9% | $152,897-81.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 20.67% | 95.22%-74.6pp | 78.13%-57.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $3,055 | $3,139-2.7% | $2,855+7.0% | $4,764-35.9% |
| Participant deferral / active EE | $3,687 | $4,281-13.9% | $3,885-5.1% | $5,851-37.0% |
| Admin fee / account holder | $2,753 | $6,175-55.4% | $5,354-48.6% | $11,599-76.3% |