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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 | $48,785 | $102,422-52.4% | $147,117-66.8% | $80,959-39.7% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 26.53% | 135.16%-108.6pp | 420.54%-394.0pp | 35.67%-9.1pp |
| Employer contribution / active EE | $2,742 | $3,717-26.2% | $4,932-44.4% | $2,757-0.6% |
| Participant deferral / active EE | $4,059 | $6,652-39.0% | $8,065-49.7% | $4,300-5.6% |
| Admin fee / account holder | $1,500 | $7,953-81.1% | $12,993-88.5% | $6,925-78.3% |