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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 | $47,498 | $57,305-17.1% | $86,640-45.2% | $75,173-36.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 15.39% | 2674.24%-2658.8pp | 592.52%-577.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,889 | $2,316-18.5% | $3,024-37.6% | $2,671-29.3% |
| Participant deferral / active EE | $3,696 | $3,320+11.3% | $4,438-16.7% | $4,126-10.4% |
| Admin fee / account holder | $420 | $4,116-89.8% | $5,616-92.5% | $5,651-92.6% |