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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 | $102,429-49.1% | $147,096-64.5% | $80,925-35.5% |
| Participation rate | 78.7% | 75.9%+2.9pp | 82.2%-3.5pp | 67.7%+11.1pp |
| Annual return | 14.44% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,523 | $3,716-32.1% | $4,936-48.9% | $2,756-8.4% |
| Participant deferral / active EE | $5,973 | $6,649-10.2% | $8,071-26.0% | $4,299+39.0% |
| Admin fee / account holder | $4,672 | $7,957-41.3% | $13,005-64.1% | $6,940-32.7% |