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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 | $48,459 | $102,382-52.7% | $147,005-67.0% | $80,874-40.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 15.86% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,710 | $3,715-27.1% | $4,934-45.1% | $2,756-1.7% |
| Participant deferral / active EE | $5,088 | $6,646-23.4% | $8,070-36.9% | $4,297+18.4% |
| Admin fee / account holder | $1,095 | $7,942-86.2% | $13,006-91.6% | $6,935-84.2% |