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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 | $50,222 | $98,240-48.9% | $82,312-39.0% | $147,586-66.0% |
| Participation rate | 81.0% | 79.7%+1.2pp | 76.9%+4.1pp | 82.8%-1.9pp |
| Annual return | 14.87% | 30.85%-16.0pp | 25.88%-11.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,881 | $3,192-41.1% | $2,428-22.5% | $4,876-61.4% |
| Participant deferral / active EE | $4,446 | $4,383+1.4% | $3,706+20.0% | $5,439-18.2% |
| Admin fee / account holder | $2,062 | $8,563-75.9% | $5,608-63.2% | $10,886-81.1% |