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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 | $45,170 | $102,382-55.9% | $147,005-69.3% | $80,874-44.1% |
| Participation rate | 94.0% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 19.45% | 134.89%-115.4pp | 418.76%-399.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $2,304 | $3,715-38.0% | $4,934-53.3% | $2,756-16.4% |
| Participant deferral / active EE | $5,308 | $6,646-20.1% | $8,070-34.2% | $4,297+23.5% |
| Admin fee / account holder | $2,519 | $7,942-68.3% | $13,006-80.6% | $6,935-63.7% |