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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 | $102,429-52.7% | $147,096-67.1% | $80,925-40.1% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 15.86% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,710 | $3,716-27.1% | $4,936-45.1% | $2,756-1.7% |
| Participant deferral / active EE | $5,088 | $6,649-23.5% | $8,071-37.0% | $4,299+18.4% |
| Admin fee / account holder | $1,095 | $7,957-86.2% | $13,005-91.6% | $6,940-84.2% |