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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 | $46,751 | $102,429-54.4% | $147,096-68.2% | $80,925-42.2% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 15.47% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,052 | $3,716-44.8% | $4,936-58.4% | $2,756-25.6% |
| Participant deferral / active EE | $5,934 | $6,649-10.7% | $8,071-26.5% | $4,299+38.0% |
| Admin fee / account holder | $2,210 | $7,957-72.2% | $13,005-83.0% | $6,940-68.2% |