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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 | $51,993 | $98,766-47.4% | $149,730-65.3% | $79,852-34.9% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.5%-8.2pp | 69.6%+4.7pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.70%-258.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,144 | $3,217-64.4% | $4,645-75.4% | $2,471-53.7% |
| Participant deferral / active EE | $4,516 | $5,681-20.5% | $6,843-34.0% | $3,740+20.7% |
| Admin fee / account holder | $2,460 | $6,052-59.4% | $9,310-73.6% | $5,306-53.6% |