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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 | $52,187 | $102,422-49.0% | $147,117-64.5% | $80,959-35.5% |
| Participation rate | 78.7% | 75.9%+2.9pp | 82.2%-3.5pp | 67.7%+11.1pp |
| Annual return | 14.44% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,523 | $3,717-32.1% | $4,932-48.8% | $2,757-8.5% |
| Participant deferral / active EE | $5,973 | $6,652-10.2% | $8,065-25.9% | $4,300+38.9% |
| Admin fee / account holder | $4,672 | $7,953-41.3% | $12,993-64.0% | $6,925-32.5% |