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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 | $26,623 | $61,125-56.4% | $94,057-71.7% | $87,485-69.6% |
| Participation rate | 75.7% | 64.1%+11.6pp | 73.3%+2.3pp | 68.9%+6.7pp |
| Annual return | 16.47% | 35.20%-18.7pp | 480.62%-464.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $4,793 | $2,136+124.3% | $2,933+63.4% | $2,596+84.6% |
| Participant deferral / active EE | $1,616 | $3,260-50.4% | $4,709-65.7% | $4,274-62.2% |
| Admin fee / account holder | $1,608 | $5,629-71.4% | $7,244-77.8% | $7,775-79.3% |