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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 | $47,788 | $102,382-53.3% | $147,005-67.5% | $80,874-40.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 13.96% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,112 | $3,715-16.2% | $4,934-36.9% | $2,756+12.9% |
| Participant deferral / active EE | $5,888 | $6,646-11.4% | $8,070-27.0% | $4,297+37.0% |
| Admin fee / account holder | $3,514 | $7,942-55.8% | $13,006-73.0% | $6,935-49.3% |