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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 | $48,411 | $102,429-52.7% | $147,096-67.1% | $80,925-40.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.17% | 135.02%-120.8pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,217 | $3,716-67.2% | $4,936-75.3% | $2,756-55.8% |
| Participant deferral / active EE | $3,457 | $6,649-48.0% | $8,071-57.2% | $4,299-19.6% |
| Admin fee / account holder | $4,032 | $7,957-49.3% | $13,005-69.0% | $6,940-41.9% |