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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 | $58,080 | $102,385-43.3% | $147,080-60.5% | $80,935-28.2% |
| Participation rate | 75.4% | 75.9%-0.5pp | 82.2%-6.8pp | 67.7%+7.7pp |
| Annual return | 14.79% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,701 | $3,717-54.2% | $4,933-65.5% | $2,757-38.3% |
| Participant deferral / active EE | $3,293 | $6,651-50.5% | $8,066-59.2% | $4,299-23.4% |
| Admin fee / account holder | $2,872 | $7,951-63.9% | $12,989-77.9% | $6,924-58.5% |