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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 | $54,045 | $102,385-47.2% | $147,080-63.3% | $80,935-33.2% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 19.56% | 135.09%-115.5pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $1,776 | $3,717-52.2% | $4,933-64.0% | $2,757-35.6% |
| Participant deferral / active EE | $5,502 | $6,651-17.3% | $8,066-31.8% | $4,299+28.0% |
| Admin fee / account holder | $1,901 | $7,951-76.1% | $12,989-85.4% | $6,924-72.6% |