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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 | $46,703 | $49,896-6.4% | $80,627-42.1% | $75,173-37.9% |
| Participation rate | 80.6% | 55.3%+25.2pp | 67.0%+13.5pp | 67.2%+13.4pp |
| Annual return | 16.31% | 34.67%-18.4pp | 936.76%-920.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,535 | $1,699-9.7% | $2,723-43.6% | $2,671-42.5% |
| Participant deferral / active EE | $4,260 | $2,992+42.4% | $4,443-4.1% | $4,126+3.2% |
| Admin fee / account holder | $8,308 | $3,578+132.2% | $5,381+54.4% | $5,651+47.0% |