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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 | $47,752 | $111,535-57.2% | $105,223-54.6% | $137,256-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.48% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,057 | $3,939-47.8% | $3,689-44.2% | $4,156-50.5% |
| Participant deferral / active EE | $12,185 | $5,500+121.6% | $5,072+140.3% | $6,407+90.2% |
| Admin fee / account holder | $511 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |