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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 | $50,143 | $52,353-4.2% | $120,225-58.3% | $82,448-39.2% |
| Participation rate | 93.9% | 58.3%+35.6pp | 69.6%+24.4pp | 68.1%+25.9pp |
| Annual return | 13.78% | 61.85%-48.1pp | 439.23%-425.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $775 | $1,510-48.7% | $3,475-77.7% | $2,551-69.6% |
| Participant deferral / active EE | $3,266 | $2,627+24.3% | $3,999-18.3% | $4,139-21.1% |
| Admin fee / account holder | $2,443 | $4,363-44.0% | $5,696-57.1% | $7,234-66.2% |